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 | $88,680 | $109,327-18.9% | $89,391-0.8% | $158,922-44.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 29.87% | 345.68%-315.8pp | 245.62%-215.7pp | 302.83%-273.0pp |
| Employer contribution / active EE | $3,592 | $3,170+13.3% | $2,586+38.9% | $4,761-24.6% |
| Participant deferral / active EE | $11,931 | $4,598+159.5% | $3,890+206.7% | $5,982+99.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |