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 3-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 | $128,748 | $165,984-22.4% | $164,813-21.9% | $145,922-11.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $30,430 | $5,273+477.1% | $4,341+601.0% | $4,660+553.0% |
| Participant deferral / active EE | $21,250 | $6,959+205.4% | $6,031+252.3% | $6,688+217.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |