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 | $216,167 | $98,652+119.1% | $142,942+51.2% | $82,448+162.2% |
| Participation rate | 92.1% | 72.8%+19.4pp | 76.8%+15.3pp | 68.1%+24.0pp |
| Annual return | 22.13% | 22.65%-0.5pp | 113.70%-91.6pp | 41.64%-19.5pp |
| Employer contribution / active EE | $4,537 | $3,211+41.3% | $4,139+9.6% | $2,551+77.9% |
| Participant deferral / active EE | $14,376 | $5,580+157.6% | $7,128+101.7% | $4,139+247.3% |
| Admin fee / account holder | $74 | $8,078-99.1% | $12,475-99.4% | $7,234-99.0% |