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 | $119,494 | $148,534-19.6% | $135,903-12.1% | $139,434-14.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.53% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,805 | $5,243+48.9% | $4,856+60.7% | $4,751+64.3% |
| Participant deferral / active EE | $9,715 | $8,100+19.9% | $7,758+25.2% | $6,710+44.8% |
| Admin fee / account holder | $19 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |