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 | $148,978+36.7% | $200,582+1.5% | $84,808+140.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.21% | 28.16%-13.9pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,956 | $4,815+2.9% | $6,419-22.8% | $2,631+88.4% |
| Participant deferral / active EE | $12,207 | $7,142+70.9% | $9,331+30.8% | $4,212+189.8% |
| Admin fee / account holder | $275 | $13,977-98.0% | $16,305-98.3% | $7,344-96.3% |