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 8-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 | $123,777 | $165,335-25.1% | $149,696-17.3% | $158,922-22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.28% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $15,097 | $5,103+195.9% | $4,644+225.1% | $4,761+217.1% |
| Participant deferral / active EE | $13,143 | $7,181+83.0% | $6,842+92.1% | $5,982+119.7% |
| Admin fee / account holder | $285 | $10,807-97.4% | $9,309-96.9% | $11,246-97.5% |