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 | $140,737 | $159,901-12.0% | $146,958-4.2% | $145,922-3.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.59% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,481 | $5,286-72.0% | $4,933-70.0% | $4,660-68.2% |
| Participant deferral / active EE | $6,736 | $8,428-20.1% | $8,070-16.5% | $6,688+0.7% |
| Admin fee / account holder | $105 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |