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 | $136,712 | $114,047+19.9% | $96,139+42.2% | $167,490-18.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 14.35% | 189.88%-175.5pp | 191.94%-177.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,541 | $3,427+3.3% | $2,797+26.6% | $4,837-26.8% |
| Participant deferral / active EE | $8,011 | $5,194+54.2% | $4,349+84.2% | $6,341+26.3% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |