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 | $164,819 | $201,272-18.1% | $184,203-10.5% | $145,922+13.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 16.83% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,808 | $7,022-3.0% | $6,427+5.9% | $4,660+46.1% |
| Participant deferral / active EE | $9,665 | $9,806-1.4% | $9,131+5.8% | $6,688+44.5% |
| Admin fee / account holder | $25 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |