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 7-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 | $221,819 | $109,881+101.9% | $150,045+47.8% | $84,808+161.6% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 17.17% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,686 | $3,561+31.6% | $4,693-0.2% | $2,631+78.1% |
| Participant deferral / active EE | $11,202 | $6,636+68.8% | $7,997+40.1% | $4,212+166.0% |
| Admin fee / account holder | $22 | $8,568-99.7% | $13,435-99.8% | $7,344-99.7% |