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 | $208,338 | $159,901+30.3% | $146,958+41.8% | $145,922+42.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.88% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,639 | $5,286-50.1% | $4,933-46.5% | $4,660-43.4% |
| Participant deferral / active EE | $9,023 | $8,428+7.0% | $8,070+11.8% | $6,688+34.9% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |