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 | $103,120 | $110,502-6.7% | $80,716+27.8% | $167,490-38.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.01% | 120.54%-113.5pp | 87.28%-80.3pp | 478.56%-471.6pp |
| Employer contribution / active EE | $3,000 | $1,543+94.5% | $1,160+158.6% | $4,837-38.0% |
| Participant deferral / active EE | $13,000 | $2,871+352.9% | $2,146+505.9% | $6,341+105.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |