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 7-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 | $24,394 | $115,882-78.9% | $100,516-75.7% | $158,922-84.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 64.06% | 34.79%+29.3pp | 30.89%+33.2pp | 302.83%-238.8pp |
| Employer contribution / active EE | $17,342 | $4,103+322.7% | $3,418+407.5% | $4,761+264.2% |
| Participant deferral / active EE | $6,908 | $6,674+3.5% | $6,270+10.2% | $5,982+15.5% |
| Admin fee / account holder | $1 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |