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 6-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 | $77,440 | $159,901-51.6% | $146,958-47.3% | $145,922-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.53% | 98.13%-62.6pp | 418.34%-382.8pp | 561.29%-525.8pp |
| Employer contribution / active EE | $30,000 | $5,286+467.5% | $4,933+508.2% | $4,660+543.8% |
| Participant deferral / active EE | $30,000 | $8,428+255.9% | $8,070+271.8% | $6,688+348.6% |
| Admin fee / account holder | $67 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |