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 | $109,512 | $202,432-45.9% | $169,368-35.3% | $139,434-21.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.18% | 531.74%-490.6pp | 405.60%-364.4pp | 372.94%-331.8pp |
| Employer contribution / active EE | $32,000 | $4,692+582.0% | $4,013+697.5% | $4,751+573.6% |
| Participant deferral / active EE | $24,833 | $6,938+257.9% | $6,221+299.2% | $6,710+270.1% |
| Admin fee / account holder | $187 | $10,708-98.3% | $9,003-97.9% | $11,403-98.4% |