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 | $30,460 | $138,044-77.9% | $125,339-75.7% | $134,475-77.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 38.49% | 750.33%-711.8pp | 572.05%-533.6pp | 417.96%-379.5pp |
| Employer contribution / active EE | $10,431 | $5,243+98.9% | $4,814+116.7% | $4,740+120.1% |
| Participant deferral / active EE | $9,498 | $7,799+21.8% | $7,446+27.6% | $6,400+48.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |