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 6-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 | $121,820 | $210,408-42.1% | $153,485-20.6% | $145,922-16.5% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 14.38% | 13.37%+1.0pp | 15.65%-1.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $6,683 | $6,048+10.5% | $5,039+32.6% | $4,660+43.4% |
| Participant deferral / active EE | $9,999 | $7,975+25.4% | $6,757+48.0% | $6,688+49.5% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |