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 | $102,605+110.7% | $145,661+48.4% | $84,808+154.9% |
| Participation rate | 92.1% | 74.3%+17.8pp | 77.2%+14.9pp | 68.3%+23.8pp |
| Annual return | 22.13% | 26.50%-4.4pp | 101.46%-79.3pp | 40.90%-18.8pp |
| Employer contribution / active EE | $4,537 | $3,325+36.5% | $4,238+7.1% | $2,631+72.4% |
| Participant deferral / active EE | $14,376 | $5,750+150.0% | $7,198+99.7% | $4,212+241.3% |
| Admin fee / account holder | $74 | $8,758-99.2% | $12,466-99.4% | $7,344-99.0% |