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 | $84,489 | $74,888+12.8% | $71,209+18.6% | $142,382-40.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.77% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,972 | $2,854+39.2% | $2,721+46.0% | $4,299-7.6% |
| Participant deferral / active EE | $5,534 | $4,454+24.2% | $4,175+32.5% | $6,507-15.0% |
| Admin fee / account holder | $213 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |