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 | $123,041 | $105,126+17.0% | $94,646+30.0% | $139,434-11.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 37.71% | 38.03%-0.3pp | 156.71%-119.0pp | 372.94%-335.2pp |
| Employer contribution / active EE | $30,050 | $4,106+631.9% | $3,672+718.3% | $4,751+532.5% |
| Participant deferral / active EE | $18,333 | $7,599+141.3% | $7,418+147.1% | $6,710+173.2% |
| Admin fee / account holder | -$1,031 | $8,984-111.5% | $7,231-114.3% | $11,403-109.0% |