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 9-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 | $41,420 | $176,662-76.6% | $130,648-68.3% | $152,861-72.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 26.63% | 2692.24%-2665.6pp | 1708.96%-1682.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $12,333 | $5,742+114.8% | $4,092+201.4% | $4,762+159.0% |
| Participant deferral / active EE | $6,333 | $4,361+45.2% | $3,603+75.8% | $5,850+8.3% |
| Admin fee / account holder | $15 | $7,133-99.8% | $5,464-99.7% | $11,596-99.9% |