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 | $127,633 | $124,425+2.6% | $112,040+13.9% | $137,256-7.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 15.99% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $14,308 | $3,411+319.4% | $2,954+384.4% | $4,156+244.3% |
| Participant deferral / active EE | $14,307 | $5,718+150.2% | $5,098+180.7% | $6,407+123.3% |
| Admin fee / account holder | $4 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |