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 | $93,019 | $90,348+3.0% | $75,972+22.4% | $145,922-36.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.80% | 620.88%-605.1pp | 359.55%-343.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $7,521 | $3,311+127.1% | $2,685+180.1% | $4,660+61.4% |
| Participant deferral / active EE | $10,396 | $5,162+101.4% | $4,255+144.3% | $6,688+55.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |