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 | $203,298 | $109,982+84.8% | $97,226+109.1% | $145,922+39.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.97% | 242.90%-233.9pp | 75.13%-66.2pp | 561.29%-552.3pp |
| Employer contribution / active EE | $12,349 | $3,084+300.5% | $2,729+352.6% | $4,660+165.0% |
| Participant deferral / active EE | $15,761 | $4,676+237.1% | $4,264+269.6% | $6,688+135.7% |
| Admin fee / account holder | $94 | $6,221-98.5% | $5,654-98.3% | $13,397-99.3% |