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 8-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 | $89,693 | $96,635-7.2% | $86,612+3.6% | $139,434-35.7% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 17.28% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,998 | $3,263-8.1% | $3,022-0.8% | $4,751-36.9% |
| Participant deferral / active EE | $4,376 | $4,836-9.5% | $4,438-1.4% | $6,710-34.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |