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 | $59,988 | $209,832-71.4% | $189,513-68.3% | $167,490-64.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.59% | 748.27%-733.7pp | 555.15%-540.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $11,103 | $6,914+60.6% | $6,162+80.2% | $4,837+129.5% |
| Participant deferral / active EE | $22,750 | $8,935+154.6% | $8,221+176.7% | $6,341+258.8% |
| Admin fee / account holder | $271 | $14,293-98.1% | $12,045-97.8% | $12,309-97.8% |