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 8-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 | $186,017 | $154,228+20.6% | $145,433+27.9% | $137,256+35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,513 | $4,804-26.9% | $4,554-22.9% | $4,156-15.5% |
| Participant deferral / active EE | $10,552 | $8,216+28.4% | $7,897+33.6% | $6,407+64.7% |
| Admin fee / account holder | $76 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |