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 | $107,277 | $96,635+11.0% | $86,612+23.9% | $139,434-23.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.43% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $8,352 | $3,263+156.0% | $3,022+176.3% | $4,751+75.8% |
| Participant deferral / active EE | $4,162 | $4,836-13.9% | $4,438-6.2% | $6,710-38.0% |
| Admin fee / account holder | $47 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |