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 | $140,716 | $159,901-12.0% | $146,958-4.2% | $145,922-3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.25% | 98.13%-71.9pp | 418.34%-392.1pp | 561.29%-535.0pp |
| Employer contribution / active EE | $18,791 | $5,286+255.5% | $4,933+280.9% | $4,660+303.3% |
| Participant deferral / active EE | $18,482 | $8,428+119.3% | $8,070+129.0% | $6,688+176.4% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |