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 4-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 | $91,553 | $77,419+18.3% | $69,455+31.8% | $152,861-40.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 42.62% | 39.06%+3.6pp | 28.97%+13.7pp | 345.32%-302.7pp |
| Employer contribution / active EE | $33,100 | $3,315+898.4% | $2,779+1091.1% | $4,762+595.0% |
| Participant deferral / active EE | $25,000 | $4,414+466.4% | $3,535+607.1% | $5,850+327.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |