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 | $39,750 | $209,832-81.1% | $189,513-79.0% | $167,490-76.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.20% | 748.27%-732.1pp | 555.15%-539.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,302 | $6,914-8.9% | $6,162+2.3% | $4,837+30.3% |
| Participant deferral / active EE | $8,590 | $8,935-3.9% | $8,221+4.5% | $6,341+35.5% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |