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 | $56,788 | $175,202-67.6% | $149,673-62.1% | $139,434-59.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 24.85% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,658 | $5,474-51.5% | $4,818-44.8% | $4,751-44.1% |
| Participant deferral / active EE | $7,991 | $6,519+22.6% | $5,680+40.7% | $6,710+19.1% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |