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 | $149,025 | $183,519-18.8% | $155,509-4.2% | $145,922+2.1% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 15.75% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,543 | $5,313-33.3% | $4,672-24.2% | $4,660-24.0% |
| Participant deferral / active EE | $9,371 | $6,462+45.0% | $5,626+66.6% | $6,688+40.1% |
| Admin fee / account holder | $47 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |