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 | $145,179 | $74,888+93.9% | $71,209+103.9% | $142,382+2.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 15.58% | 345.14%-329.6pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,748 | $2,854+66.4% | $2,721+74.5% | $4,299+10.4% |
| Participant deferral / active EE | $11,536 | $4,454+159.0% | $4,175+176.3% | $6,507+77.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |