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 6-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 | $221,337 | $202,318+9.4% | $172,739+28.1% | $152,861+44.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $29,600 | $5,856+405.5% | $5,143+475.6% | $4,762+521.6% |
| Participant deferral / active EE | $15,200 | $5,948+155.5% | $5,198+192.4% | $5,850+159.8% |
| Admin fee / account holder | $174 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |