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 | $144,942 | $138,044+5.0% | $125,339+15.6% | $134,475+7.8% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -13.64% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,157 | $5,243-39.8% | $4,814-34.4% | $4,740-33.4% |
| Participant deferral / active EE | $5,490 | $7,799-29.6% | $7,446-26.3% | $6,400-14.2% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |