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 5-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 | $145,013 | $185,822-22.0% | $169,993-14.7% | $139,434+4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.24% | 60.50%-28.3pp | 53.37%-21.1pp | 372.94%-340.7pp |
| Employer contribution / active EE | $5,538 | $7,590-27.0% | $6,785-18.4% | $4,751+16.6% |
| Participant deferral / active EE | $17,264 | $11,622+48.5% | $10,408+65.9% | $6,710+157.3% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |