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 | $153,595 | $138,044+11.3% | $125,339+22.5% | $134,475+14.2% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -13.47% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $8,433 | $5,243+60.8% | $4,814+75.2% | $4,740+77.9% |
| Participant deferral / active EE | $10,195 | $7,799+30.7% | $7,446+36.9% | $6,400+59.3% |
| Admin fee / account holder | $262 | $11,571-97.7% | $10,010-97.4% | $11,426-97.7% |