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 4-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 | $179,708 | $209,336-14.2% | $197,124-8.8% | $137,256+30.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.59% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,203 | $6,591-51.4% | $6,227-48.6% | $4,156-22.9% |
| Participant deferral / active EE | $4,461 | $9,614-53.6% | $9,135-51.2% | $6,407-30.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |