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 6-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 | $36,719 | $96,635-62.0% | $86,612-57.6% | $139,434-73.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.89% | 106.41%-78.5pp | 591.07%-563.2pp | 372.94%-345.1pp |
| Employer contribution / active EE | $22,806 | $3,263+598.9% | $3,022+654.5% | $4,751+380.0% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |