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 | $203,585 | $146,267+39.2% | $197,124+3.3% | $82,448+146.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.21% | 29.61%-15.4pp | 44.34%-30.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,956 | $4,723+4.9% | $6,227-20.4% | $2,551+94.3% |
| Participant deferral / active EE | $12,207 | $7,035+73.5% | $9,135+33.6% | $4,139+194.9% |
| Admin fee / account holder | $275 | $14,422-98.1% | $16,298-98.3% | $7,234-96.2% |