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 6-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 | $131,897 | $185,822-29.0% | $169,993-22.4% | $139,434-5.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.50% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $19,800 | $7,590+160.9% | $6,785+191.8% | $4,751+316.8% |
| Participant deferral / active EE | $26,250 | $11,622+125.9% | $10,408+152.2% | $6,710+291.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |