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 | $113,637 | $69,207+64.2% | $64,056+77.4% | $139,434-18.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.40% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $15,000 | $3,182+371.4% | $2,747+446.1% | $4,751+215.7% |
| Participant deferral / active EE | $17,064 | $4,682+264.5% | $3,880+339.8% | $6,710+154.3% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |