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 | $167,124 | $148,534+12.5% | $135,903+23.0% | $139,434+19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.00% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,606 | $5,243-69.4% | $4,856-66.9% | $4,751-66.2% |
| Participant deferral / active EE | $14,309 | $8,100+76.6% | $7,758+84.4% | $6,710+113.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |