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 | $50,515 | $159,901-68.4% | $146,958-65.6% | $145,922-65.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 22.06% | 98.13%-76.1pp | 418.34%-396.3pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,128 | $5,286-40.8% | $4,933-36.6% | $4,660-32.9% |
| Participant deferral / active EE | $10,083 | $8,428+19.6% | $8,070+24.9% | $6,688+50.8% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |