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 5-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 | $176,189 | $148,534+18.6% | $135,903+29.6% | $139,434+26.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.77% | 79.19%-65.4pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,115 | $5,243-59.7% | $4,856-56.5% | $4,751-55.5% |
| Participant deferral / active EE | $9,000 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |