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 | $160,862 | $111,754+43.9% | $103,333+55.7% | $145,922+10.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.21% | 24.77%-0.6pp | 24.88%-0.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,207 | $4,212-23.9% | $3,868-17.1% | $4,660-31.2% |
| Participant deferral / active EE | $16,901 | $5,619+200.8% | $5,057+234.2% | $6,688+152.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |