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 4-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 | $35,073 | $126,574-72.3% | $106,213-67.0% | $145,922-76.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 26.15% | 224.79%-198.6pp | 116.14%-90.0pp | 561.29%-535.1pp |
| Employer contribution / active EE | $12,370 | $3,730+231.6% | $3,171+290.0% | $4,660+165.5% |
| Participant deferral / active EE | $1,884 | $5,724-67.1% | $5,016-62.4% | $6,688-71.8% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |