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 3-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 | $140,456 | $185,822-24.4% | $169,993-17.4% | $139,434+0.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.02% | 60.50%-39.5pp | 53.37%-32.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $20,000 | $7,590+163.5% | $6,785+194.8% | $4,751+321.0% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |