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 | $141,357 | $121,625+16.2% | $104,607+35.1% | $158,922-11.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 12.74% | 465.26%-452.5pp | 340.46%-327.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,900 | $3,163-39.9% | $2,681-29.1% | $4,761-60.1% |
| Participant deferral / active EE | $9,208 | $4,177+120.4% | $3,740+146.2% | $5,982+53.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |