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 | $129,872 | $175,202-25.9% | $149,673-13.2% | $139,434-6.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.63% | 166.71%-146.1pp | 134.42%-113.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $5,405 | $5,474-1.3% | $4,818+12.2% | $4,751+13.8% |
| Participant deferral / active EE | $3,040 | $6,519-53.4% | $5,680-46.5% | $6,710-54.7% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |