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 | $110,033 | $167,484-34.3% | $151,611-27.4% | $134,475-18.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 122.22% | 7.80%+114.4pp | 3.33%+118.9pp | 417.96%-295.7pp |
| Employer contribution / active EE | $13,232 | $6,829+93.8% | $6,166+114.6% | $4,740+179.2% |
| Participant deferral / active EE | $16,287 | $8,986+81.3% | $8,363+94.7% | $6,400+154.5% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |