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 | $117,485 | $127,386-7.8% | $115,037+2.1% | $125,391-6.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 36.42% | 31.28%+5.1pp | 26.14%+10.3pp | 282.22%-245.8pp |
| Employer contribution / active EE | $8,941 | $5,166+73.1% | $4,608+94.0% | $4,866+83.7% |
| Participant deferral / active EE | $2,707 | $6,423-57.9% | $6,026-55.1% | $5,352-49.4% |
| Admin fee / account holder | $78 | $9,516-99.2% | $8,175-99.0% | $9,540-99.2% |