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 9-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 | $100,701 | $118,849-15.3% | $96,562+4.3% | $167,490-39.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 36.08% | 50.49%-14.4pp | 37.78%-1.7pp | 478.56%-442.5pp |
| Employer contribution / active EE | $2,250 | $3,120-27.9% | $2,356-4.5% | $4,837-53.5% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $154 | $8,065-98.1% | $6,181-97.5% | $12,309-98.7% |