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 | $172,061 | $95,453+80.3% | $112,040+53.6% | $82,448+108.7% |
| Participation rate | 70.7% | 72.8%-2.1pp | 76.5%-5.8pp | 68.1%+2.6pp |
| Annual return | 24.22% | 23.92%+0.3pp | 24.52%-0.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $4,382 | $2,318+89.0% | $2,954+48.3% | $2,551+71.8% |
| Participant deferral / active EE | $8,770 | $4,224+107.6% | $5,098+72.0% | $4,139+111.9% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |