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 | $140,734 | $177,572-20.7% | $154,803-9.1% | $142,382-1.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 15.96% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,266 | $4,810+9.5% | $4,305+22.3% | $4,299+22.5% |
| Participant deferral / active EE | $9,083 | $6,272+44.8% | $5,540+63.9% | $6,507+39.6% |
| Admin fee / account holder | $80 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |