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 3-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 | $179,812 | $175,202+2.6% | $149,673+20.1% | $139,434+29.0% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 25.77% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $9,241 | $5,474+68.8% | $4,818+91.8% | $4,751+94.5% |
| Participant deferral / active EE | $6,707 | $6,519+2.9% | $5,680+18.1% | $6,7100% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |