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 | $140,766 | $177,572-20.7% | $154,803-9.1% | $142,382-1.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $10,561 | $4,810+119.5% | $4,305+145.3% | $4,299+145.7% |
| Participant deferral / active EE | $4,487 | $6,272-28.5% | $5,540-19.0% | $6,507-31.0% |
| Admin fee / account holder | $204 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |