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 9-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 | $96,481 | $100,852-4.3% | $90,404+6.7% | $158,922-39.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.16% | 1724.20%-1705.0pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $3,141 | $3,689-14.8% | $3,262-3.7% | $4,761-34.0% |
| Participant deferral / active EE | $14,573 | $4,348+235.2% | $3,963+267.7% | $5,982+143.6% |
| Admin fee / account holder | $20 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |