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 | $165,516 | $159,901+3.5% | $146,958+12.6% | $145,922+13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,560 | $5,286+5.2% | $4,933+12.7% | $4,660+19.3% |
| Participant deferral / active EE | $5,882 | $8,428-30.2% | $8,070-27.1% | $6,688-12.0% |
| Admin fee / account holder | $125 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |