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 | $88,474 | $214,378-58.7% | $200,582-55.9% | $142,382-37.9% |
| Participation rate | 78.9% | 87.4%-8.5pp | 86.9%-7.9pp | 80.1%-1.2pp |
| Annual return | 191.55% | 46.41%+145.1pp | 42.33%+149.2pp | 217.08%-25.5pp |
| Employer contribution / active EE | $7,983 | $6,841+16.7% | $6,419+24.4% | $4,299+85.7% |
| Participant deferral / active EE | $9,391 | $9,865-4.8% | $9,331+0.6% | $6,507+44.3% |
| Admin fee / account holder | $187 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |