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 | $190,258 | $177,572+7.1% | $154,803+22.9% | $142,382+33.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $6,805 | $4,810+41.5% | $4,305+58.1% | $4,299+58.3% |
| Participant deferral / active EE | $8,358 | $6,272+33.3% | $5,540+50.9% | $6,507+28.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |