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 8-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 | $124,715 | $77,419+61.1% | $69,455+79.6% | $152,861-18.4% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.3pp | 82.4%+4.5pp |
| Annual return | 17.65% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,575 | $3,315-22.3% | $2,779-7.4% | $4,762-45.9% |
| Participant deferral / active EE | $5,001 | $4,414+13.3% | $3,535+41.5% | $5,850-14.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |