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 | $197,132 | $228,332-13.7% | $185,823+6.1% | $158,922+24.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.78% | 40.80%-25.0pp | 35.95%-20.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $7,675 | $4,967+54.5% | $4,087+87.8% | $4,761+61.2% |
| Participant deferral / active EE | $12,329 | $6,415+92.2% | $5,632+118.9% | $5,982+106.1% |
| Admin fee / account holder | $25 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |