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 | $165,394 | $85,766+92.8% | $136,294+21.4% | $70,131+135.8% |
| Participation rate | 97.7% | 74.2%+23.5pp | 81.9%+15.8pp | 69.5%+28.1pp |
| Annual return | 31.54% | 31.45%+0.1pp | 5155.94%-5124.4pp | 73.14%-41.6pp |
| Employer contribution / active EE | $7,016 | $2,966+136.6% | $4,695+49.4% | $2,342+199.5% |
| Participant deferral / active EE | $8,886 | $5,051+75.9% | $6,247+42.2% | $3,332+166.7% |
| Admin fee / account holder | $128 | $5,420-97.6% | $9,243-98.6% | $4,645-97.3% |