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 | $113,766 | $112,096+1.5% | $95,952+18.6% | $158,922-28.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 15.34% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,591 | $3,198-50.2% | $2,541-37.4% | $4,761-66.6% |
| Participant deferral / active EE | $3,007 | $4,784-37.1% | $4,167-27.8% | $5,982-49.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |