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 | $224,229 | $126,574+77.2% | $106,213+111.1% | $145,922+53.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 66.70% | 224.79%-158.1pp | 116.14%-49.4pp | 561.29%-494.6pp |
| Employer contribution / active EE | $1,072 | $3,730-71.3% | $3,171-66.2% | $4,660-77.0% |
| Participant deferral / active EE | $8,667 | $5,724+51.4% | $5,016+72.8% | $6,688+29.6% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |