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 | $97,087 | $118,849-18.3% | $96,562+0.5% | $167,490-42.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 135.08% | 50.49%+84.6pp | 37.78%+97.3pp | 478.56%-343.5pp |
| Employer contribution / active EE | $3,390 | $3,120+8.7% | $2,356+43.8% | $4,837-29.9% |
| Participant deferral / active EE | $4,875 | $4,616+5.6% | $3,849+26.7% | $6,341-23.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |