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 | $119,788 | $138,044-13.2% | $125,339-4.4% | $134,475-10.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 130.39% | 750.33%-619.9pp | 572.05%-441.7pp | 417.96%-287.6pp |
| Employer contribution / active EE | $22,083 | $5,243+321.2% | $4,814+358.8% | $4,740+365.9% |
| Participant deferral / active EE | $14,493 | $7,799+85.8% | $7,446+94.6% | $6,400+126.5% |
| Admin fee / account holder | $74 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |