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 | $154,231 | $93,571+64.8% | $135,903+13.5% | $75,163+105.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 22.79% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,318 | $3,537+22.1% | $4,856-11.1% | $2,670+61.7% |
| Participant deferral / active EE | $9,204 | $6,404+43.7% | $7,758+18.6% | $4,125+123.1% |
| Admin fee / account holder | $205 | $6,975-97.1% | $10,762-98.1% | $5,651-96.4% |