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 | $188,885 | $98,750+91.3% | $149,696+26.2% | $79,858+136.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 25.60% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $4,265 | $3,216+32.6% | $4,644-8.2% | $2,471+72.6% |
| Participant deferral / active EE | $17,714 | $5,680+211.9% | $6,842+158.9% | $3,740+373.6% |
| Admin fee / account holder | $155 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |