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 | $52,517 | $138,044-62.0% | $125,339-58.1% | $134,475-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.80% | 750.33%-745.5pp | 572.05%-567.3pp | 417.96%-413.2pp |
| Employer contribution / active EE | $17,141 | $5,243+226.9% | $4,814+256.1% | $4,740+261.7% |
| Participant deferral / active EE | $13,056 | $7,799+67.4% | $7,446+75.3% | $6,400+104.0% |
| Admin fee / account holder | $188 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |