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 6-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 | $159,649 | $183,519-13.0% | $155,509+2.7% | $145,922+9.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.75% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $9,247 | $5,313+74.1% | $4,672+97.9% | $4,660+98.5% |
| Participant deferral / active EE | $16,997 | $6,462+163.0% | $5,626+202.1% | $6,688+154.1% |
| Admin fee / account holder | $207 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |