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 | $78,295 | $72,400+8.1% | $67,502+16.0% | $145,922-46.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 45.57% | 7182.46%-7136.9pp | 3512.12%-3466.6pp | 561.29%-515.7pp |
| Employer contribution / active EE | $7,899 | $3,069+157.4% | $2,731+189.2% | $4,660+69.5% |
| Participant deferral / active EE | $23,000 | $4,783+380.9% | $4,000+475.0% | $6,688+243.9% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |