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 | $97,009 | $107,334-9.6% | $92,893+4.4% | $152,861-36.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 37.70% | 145.58%-107.9pp | 109.41%-71.7pp | 345.32%-307.6pp |
| Employer contribution / active EE | $1,495 | $4,221-64.6% | $3,653-59.1% | $4,762-68.6% |
| Participant deferral / active EE | $16,683 | $4,845+244.4% | $4,236+293.8% | $5,850+185.2% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |