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 7-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 | $79,035 | $165,335-52.2% | $149,696-47.2% | $158,922-50.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.02% | 348.15%-310.1pp | 276.60%-238.6pp | 302.83%-264.8pp |
| Employer contribution / active EE | $45,000 | $5,103+781.9% | $4,644+868.9% | $4,761+845.2% |
| Participant deferral / active EE | $12,000 | $7,181+67.1% | $6,842+75.4% | $5,982+100.6% |
| Admin fee / account holder | $188 | $10,807-98.3% | $9,309-98.0% | $11,246-98.3% |