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 | $117,334 | $109,327+7.3% | $89,391+31.3% | $158,922-26.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.19% | 345.68%-329.5pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $50,272 | $3,170+1486.0% | $2,586+1844.3% | $4,761+955.9% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $10 | $6,153-99.8% | $4,881-99.8% | $11,246-99.9% |