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 | $65,090 | $74,888-13.1% | $71,209-8.6% | $142,382-54.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 20.17% | 345.14%-325.0pp | 282.51%-262.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,019 | $2,854+5.8% | $2,721+11.0% | $4,299-29.8% |
| Participant deferral / active EE | $3,775 | $4,454-15.3% | $4,175-9.6% | $6,507-42.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |