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 | $142,478 | $197,591-27.9% | $177,821-19.9% | $158,922-10.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 8.32% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $11,575 | $6,697+72.8% | $5,918+95.6% | $4,761+143.1% |
| Participant deferral / active EE | $9,339 | $8,405+11.1% | $7,714+21.1% | $5,982+56.1% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |