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 5-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 | $51,950 | $159,934-67.5% | $147,005-64.7% | $145,959-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.54% | 98.24%-82.7pp | 418.76%-403.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $6,583 | $5,287+24.5% | $4,934+33.4% | $4,661+41.2% |
| Participant deferral / active EE | $10,793 | $8,427+28.1% | $8,070+33.8% | $6,689+61.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |