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 | $137,629 | $214,378-35.8% | $200,582-31.4% | $142,382-3.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.60% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $14,626 | $6,841+113.8% | $6,419+127.9% | $4,299+240.2% |
| Participant deferral / active EE | $13,528 | $9,865+37.1% | $9,331+45.0% | $6,507+107.9% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |