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 | $143,577 | $148,534-3.3% | $135,903+5.6% | $139,434+3.0% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 19.84% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,552 | $5,243-32.3% | $4,856-26.9% | $4,751-25.2% |
| Participant deferral / active EE | $9,673 | $8,100+19.4% | $7,758+24.7% | $6,710+44.2% |
| Admin fee / account holder | $48 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |