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 | $66,445 | $159,901-58.4% | $146,958-54.8% | $145,922-54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.90% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,922 | $5,286-44.7% | $4,933-40.8% | $4,660-37.3% |
| Participant deferral / active EE | $9,664 | $8,428+14.7% | $8,070+19.8% | $6,688+44.5% |
| Admin fee / account holder | $9 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |