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 | $146,084 | $159,901-8.6% | $146,958-0.6% | $145,922+0.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 36.89% | 98.13%-61.2pp | 418.34%-381.5pp | 561.29%-524.4pp |
| Employer contribution / active EE | $3,295 | $5,286-37.7% | $4,933-33.2% | $4,660-29.3% |
| Participant deferral / active EE | $9,096 | $8,428+7.9% | $8,070+12.7% | $6,688+36.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |