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 | $136,074 | $159,901-14.9% | $146,958-7.4% | $145,922-6.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 19.81% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $9,073 | $5,286+71.6% | $4,933+83.9% | $4,660+94.7% |
| Participant deferral / active EE | $15,994 | $8,428+89.8% | $8,070+98.2% | $6,688+139.2% |
| Admin fee / account holder | $161 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |