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 | $100,747 | $176,056-42.8% | $159,436-36.8% | $167,490-39.8% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 35.91% | 331.75%-295.8pp | 263.57%-227.7pp | 478.56%-442.6pp |
| Employer contribution / active EE | $4,163 | $5,297-21.4% | $4,829-13.8% | $4,837-13.9% |
| Participant deferral / active EE | $8,580 | $7,750+10.7% | $7,352+16.7% | $6,341+35.3% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |