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 10-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 | $122,175 | $183,963-33.6% | $162,163-24.7% | $152,861-20.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 36.16% | 150.76%-114.6pp | 115.59%-79.4pp | 345.32%-309.2pp |
| Employer contribution / active EE | $17,080 | $6,371+168.1% | $5,614+204.2% | $4,762+258.6% |
| Participant deferral / active EE | $12,500 | $8,034+55.6% | $7,298+71.3% | $5,850+113.7% |
| Admin fee / account holder | $152 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |