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 | $101,813 | $112,096-9.2% | $95,952+6.1% | $158,922-35.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 47.03% | 171.09%-124.1pp | 91.61%-44.6pp | 302.83%-255.8pp |
| Employer contribution / active EE | $2,959 | $3,198-7.5% | $2,541+16.4% | $4,761-37.9% |
| Participant deferral / active EE | $10,267 | $4,784+114.6% | $4,167+146.4% | $5,982+71.6% |
| Admin fee / account holder | $1 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |