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 6-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 | $166,061 | $148,534+11.8% | $135,903+22.2% | $139,434+19.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 86.57% | 79.19%+7.4pp | 68.23%+18.3pp | 372.94%-286.4pp |
| Employer contribution / active EE | $24,593 | $5,243+369.1% | $4,856+406.4% | $4,751+417.7% |
| Participant deferral / active EE | $12,297 | $8,100+51.8% | $7,758+58.5% | $6,710+83.3% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |