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 | $56,546 | $104,251-45.8% | $91,001-37.9% | $147,584-61.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 116.53% | 27.06%+89.5pp | 4.60%+111.9pp | 578.55%-462.0pp |
| Employer contribution / active EE | $7,807 | $3,116+150.6% | $2,456+217.9% | $4,876+60.1% |
| Participant deferral / active EE | $12,000 | $4,195+186.1% | $3,547+238.3% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |