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 | $178,592 | $138,044+29.4% | $125,339+42.5% | $134,475+32.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.80% | 750.33%-766.1pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,686 | $5,243-48.8% | $4,814-44.2% | $4,740-43.3% |
| Participant deferral / active EE | $7,692 | $7,799-1.4% | $7,446+3.3% | $6,400+20.2% |
| Admin fee / account holder | $154 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |