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 7-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 | $27,461 | $226,064-87.9% | $182,532-85.0% | $152,861-82.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 105.94% | 192.51%-86.6pp | 148.54%-42.6pp | 345.32%-239.4pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,762+5.0% |
| Participant deferral / active EE | $5,400 | $6,368-15.2% | $5,524-2.2% | $5,850-7.7% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |