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 | $100,679 | $100,852-0.2% | $90,404+11.4% | $158,922-36.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 69.16% | 1724.20%-1655.0pp | 1293.02%-1223.9pp | 302.83%-233.7pp |
| Employer contribution / active EE | $2,640 | $3,689-28.4% | $3,262-19.1% | $4,761-44.6% |
| Participant deferral / active EE | $11,273 | $4,348+159.3% | $3,963+184.4% | $5,982+88.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |