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 9-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 | $144,602 | $157,256-8.0% | $141,162+2.4% | $152,861-5.4% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 25.78% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $3,701 | $5,261-29.6% | $4,735-21.8% | $4,762-22.3% |
| Participant deferral / active EE | $8,686 | $7,109+22.2% | $6,709+29.5% | $5,850+48.5% |
| Admin fee / account holder | $14 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |