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 | $238,444 | $159,901+49.1% | $146,958+62.3% | $145,922+63.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,589 | $5,286+81.4% | $4,933+94.4% | $4,660+105.8% |
| Participant deferral / active EE | $6,118 | $8,428-27.4% | $8,070-24.2% | $6,688-8.5% |
| Admin fee / account holder | $151 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |