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 | $165,870 | $173,340-4.3% | $136,007+22.0% | $145,959+13.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 108.93% | 1163.32%-1054.4pp | 579.32%-470.4pp | 561.95%-453.0pp |
| Employer contribution / active EE | $2,611 | $5,275-50.5% | $4,215-38.1% | $4,661-44.0% |
| Participant deferral / active EE | $6,101 | $8,699-29.9% | $7,024-13.1% | $6,689-8.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |