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 | $173,289 | $185,822-6.7% | $169,993+1.9% | $139,434+24.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.57% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,693 | $7,590-25.0% | $6,785-16.1% | $4,751+19.8% |
| Participant deferral / active EE | $15,409 | $11,622+32.6% | $10,408+48.1% | $6,710+129.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |