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 | $123,769 | $169,032-26.8% | $129,207-4.2% | $145,922-15.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.12% | 14330.11%-14319.0pp | 9417.33%-9406.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $31,754 | $5,537+473.5% | $4,153+664.6% | $4,660+581.5% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,168+631.8% | $6,688+356.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |