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 | $96,379 | $95,561+0.9% | $77,163+24.9% | $139,434-30.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.40% | 54.92%-43.5pp | 37.87%-26.5pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,688 | $3,147-46.4% | $2,535-33.4% | $4,751-64.5% |
| Participant deferral / active EE | $15,667 | $4,624+238.8% | $3,833+308.7% | $6,710+133.5% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |