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 | $120,316 | $114,381+5.2% | $107,525+11.9% | $142,382-15.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 22.94% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $5,783 | $4,015+44.0% | $3,754+54.1% | $4,299+34.5% |
| Participant deferral / active EE | $10,163 | $5,564+82.7% | $5,116+98.7% | $6,507+56.2% |
| Admin fee / account holder | $41 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |