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 | $66,606 | $159,901-58.3% | $146,958-54.7% | $145,922-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.42% | 98.13%-69.7pp | 418.34%-389.9pp | 561.29%-532.9pp |
| Employer contribution / active EE | $5,400 | $5,286+2.2% | $4,933+9.5% | $4,660+15.9% |
| Participant deferral / active EE | $5,400 | $8,428-35.9% | $8,070-33.1% | $6,688-19.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |