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 4-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 | $111,543 | $165,984-32.8% | $164,813-32.3% | $145,922-23.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.20% | 100.03%-75.8pp | 69.93%-45.7pp | 561.29%-537.1pp |
| Employer contribution / active EE | $9,401 | $5,273+78.3% | $4,341+116.6% | $4,660+101.7% |
| Participant deferral / active EE | $23,000 | $6,959+230.5% | $6,031+281.3% | $6,688+243.9% |
| Admin fee / account holder | $263 | $16,648-98.4% | $12,690-97.9% | $13,397-98.0% |