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 | $46,527 | $159,901-70.9% | $146,958-68.3% | $145,922-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 106.28% | 98.13%+8.1pp | 418.34%-312.1pp | 561.29%-455.0pp |
| Employer contribution / active EE | $16,841 | $5,286+218.6% | $4,933+241.4% | $4,660+261.4% |
| Participant deferral / active EE | $7,472 | $8,428-11.3% | $8,070-7.4% | $6,688+11.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |