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 8-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 | $171,414 | $111,535+53.7% | $105,223+62.9% | $137,256+24.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.61% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $8,511 | $3,939+116.1% | $3,689+130.8% | $4,156+104.8% |
| Participant deferral / active EE | $9,838 | $5,500+78.9% | $5,072+94.0% | $6,407+53.5% |
| Admin fee / account holder | $179 | $9,721-98.2% | $8,859-98.0% | $12,270-98.5% |