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 7-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 | $139,628 | $217,402-35.8% | $185,823-24.9% | $167,490-16.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.23% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $23,584 | $5,873+301.5% | $5,167+356.4% | $4,837+387.5% |
| Participant deferral / active EE | $14,300 | $6,356+125.0% | $5,568+156.8% | $6,341+125.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |