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 | $160,574 | $111,754+43.7% | $103,333+55.4% | $145,922+10.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.32% | 24.77%-13.4pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,639 | $4,212-37.4% | $3,868-31.8% | $4,660-43.4% |
| Participant deferral / active EE | $16,031 | $5,619+185.3% | $5,057+217.0% | $6,688+139.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |