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 | $133,634 | $159,901-16.4% | $146,958-9.1% | $145,922-8.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.67% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,916 | $5,286-44.8% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $14,326 | $8,428+70.0% | $8,070+77.5% | $6,688+114.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |