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 9-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 | $126,938 | $58,512+116.9% | $84,015+51.1% | $72,985+73.9% |
| Participation rate | 98.3% | 61.2%+37.0pp | 69.0%+29.3pp | 69.5%+28.8pp |
| Annual return | 145.53% | 28.93%+116.6pp | 71.31%+74.2pp | 81.00%+64.5pp |
| Employer contribution / active EE | $811 | $1,163-30.3% | $1,983-59.1% | $2,440-66.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $185 | $4,569-96.0% | $6,101-97.0% | $5,124-96.4% |