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 8-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 | $88,413 | $96,635-8.5% | $86,612+2.1% | $139,434-36.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 68.54% | 106.41%-37.9pp | 591.07%-522.5pp | 372.94%-304.4pp |
| Employer contribution / active EE | $13,318 | $3,263+308.2% | $3,022+340.7% | $4,751+180.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $109 | $6,408-98.3% | $5,614-98.1% | $11,403-99.0% |