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 | $99,191 | $115,770-14.3% | $101,248-2.0% | $158,922-37.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.26% | 56.14%-36.9pp | 46.47%-27.2pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,037 | $4,175-75.2% | $3,660-71.7% | $4,761-78.2% |
| Participant deferral / active EE | $2,370 | $4,957-52.2% | $4,370-45.8% | $5,982-60.4% |
| Admin fee / account holder | $190 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |