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 7-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 | $148,503 | $185,822-20.1% | $169,993-12.6% | $139,434+6.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.48% | 60.50%-47.0pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $12,206 | $7,590+60.8% | $6,785+79.9% | $4,751+156.9% |
| Participant deferral / active EE | $14,907 | $11,622+28.3% | $10,408+43.2% | $6,710+122.2% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |