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 | $99,238 | $101,069-1.8% | $81,478+21.8% | $147,584-32.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.67% | 32.40%-4.7pp | 38.78%-11.1pp | 578.55%-550.9pp |
| Employer contribution / active EE | $710 | $3,205-77.8% | $2,568-72.3% | $4,876-85.4% |
| Participant deferral / active EE | $710 | $4,242-83.3% | $3,537-79.9% | $5,439-86.9% |
| Admin fee / account holder | $80 | $5,812-98.6% | $4,561-98.2% | $10,885-99.3% |