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 | $130,754 | $70,756+84.8% | $65,493+99.6% | $142,382-8.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.04% | 1754.89%-1732.9pp | 982.45%-960.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $9,050 | $2,881+214.2% | $2,574+251.6% | $4,299+110.5% |
| Participant deferral / active EE | $13,366 | $4,637+188.2% | $3,961+237.4% | $6,507+105.4% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |