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 | $109,612 | $96,635+13.4% | $86,612+26.6% | $139,434-21.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.61% | 106.41%-88.8pp | 591.07%-573.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $25,005 | $3,263+666.3% | $3,022+727.3% | $4,751+426.3% |
| Participant deferral / active EE | $19,759 | $4,836+308.6% | $4,438+345.3% | $6,710+194.5% |
| Admin fee / account holder | $183 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |