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 | $189,947 | $201,272-5.6% | $184,203+3.1% | $145,922+30.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 9.80% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,072 | $7,022-70.5% | $6,427-67.8% | $4,660-55.5% |
| Participant deferral / active EE | $7,247 | $9,806-26.1% | $9,131-20.6% | $6,688+8.4% |
| Admin fee / account holder | $36 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |