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 | $89,855 | $159,901-43.8% | $146,958-38.9% | $145,922-38.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,303 | $5,286-37.5% | $4,933-33.0% | $4,660-29.1% |
| Participant deferral / active EE | $9,990 | $8,428+18.5% | $8,070+23.8% | $6,688+49.4% |
| Admin fee / account holder | $2 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |