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 4-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 | $134,291 | $159,901-16.0% | $146,958-8.6% | $145,922-8.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 104.59% | 98.13%+6.5pp | 418.34%-313.7pp | 561.29%-456.7pp |
| Employer contribution / active EE | $6,904 | $5,286+30.6% | $4,933+40.0% | $4,660+48.2% |
| Participant deferral / active EE | $16,158 | $8,428+91.7% | $8,070+100.2% | $6,688+141.6% |
| Admin fee / account holder | $186 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |