See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,952 | $106,515+91.5% | $96,683+110.9% | $139,434+46.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.65% | 38.43%-23.8pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $18,282 | $4,103+345.6% | $3,737+389.3% | $4,751+284.8% |
| Participant deferral / active EE | $14,950 | $5,454+174.1% | $4,878+206.5% | $6,710+122.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |