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 | $105,843 | $112,729-6.1% | $98,716+7.2% | $137,256-22.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.13% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,281 | $2,725+57.1% | $2,279+87.9% | $4,156+3.0% |
| Participant deferral / active EE | $14,123 | $4,640+204.4% | $4,048+248.9% | $6,407+120.4% |
| Admin fee / account holder | $4 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |