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 | $157,980 | $185,822-15.0% | $169,993-7.1% | $139,434+13.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.42% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $13,398 | $7,590+76.5% | $6,785+97.5% | $4,751+182.0% |
| Participant deferral / active EE | $17,750 | $11,622+52.7% | $10,408+70.5% | $6,710+164.5% |
| Admin fee / account holder | $113 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |