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 9-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 | $133,778 | $115,770+15.6% | $101,248+32.1% | $158,922-15.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 26.88% | 56.14%-29.3pp | 46.47%-19.6pp | 302.83%-275.9pp |
| Employer contribution / active EE | $15,962 | $4,175+282.4% | $3,660+336.2% | $4,761+235.3% |
| Participant deferral / active EE | $16,035 | $4,957+223.5% | $4,370+266.9% | $5,982+168.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |