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 | $108,572 | $159,901-32.1% | $146,958-26.1% | $145,922-25.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 34.48% | 98.13%-63.7pp | 418.34%-383.9pp | 561.29%-526.8pp |
| Employer contribution / active EE | $7,915 | $5,286+49.7% | $4,933+60.5% | $4,660+69.9% |
| Participant deferral / active EE | $11,057 | $8,428+31.2% | $8,070+37.0% | $6,688+65.3% |
| Admin fee / account holder | $290 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |