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 7-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 | $60,658 | $165,335-63.3% | $149,696-59.5% | $158,922-61.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 68.42% | 348.15%-279.7pp | 276.60%-208.2pp | 302.83%-234.4pp |
| Employer contribution / active EE | $17,904 | $5,103+250.9% | $4,644+285.5% | $4,761+276.0% |
| Participant deferral / active EE | $13,994 | $7,181+94.9% | $6,842+104.5% | $5,982+133.9% |
| Admin fee / account holder | $82 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |