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 | $96,208 | $116,175-17.2% | $93,606+2.8% | $152,861-37.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.77% | 35.96%-10.2pp | 32.76%-7.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,512 | $3,218-53.0% | $2,718-44.4% | $4,762-68.3% |
| Participant deferral / active EE | $12,213 | $4,603+165.3% | $4,069+200.2% | $5,850+108.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |