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 | $43,380 | $175,202-75.2% | $149,673-71.0% | $139,434-68.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.90% | 166.71%-128.8pp | 134.42%-96.5pp | 372.94%-335.0pp |
| Employer contribution / active EE | $13,628 | $5,474+148.9% | $4,818+182.9% | $4,751+186.8% |
| Participant deferral / active EE | $5,503 | $6,519-15.6% | $5,680-3.1% | $6,710-18.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |