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 3-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 | $117,073 | $214,378-45.4% | $200,582-41.6% | $142,382-17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.76% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $13,500 | $6,841+97.3% | $6,419+110.3% | $4,299+214.0% |
| Participant deferral / active EE | $23,500 | $9,865+138.2% | $9,331+151.8% | $6,507+261.1% |
| Admin fee / account holder | $60 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |