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 | $69,651 | $69,207+0.6% | $64,056+8.7% | $139,434-50.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.08% | 45.88%-13.8pp | 33.69%-1.6pp | 372.94%-340.9pp |
| Employer contribution / active EE | $7,062 | $3,182+121.9% | $2,747+157.1% | $4,751+48.6% |
| Participant deferral / active EE | $30,000 | $4,682+540.8% | $3,880+673.2% | $6,710+347.1% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |