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 | $16,966 | $138,044-87.7% | $125,339-86.5% | $134,475-87.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 63.93% | 750.33%-686.4pp | 572.05%-508.1pp | 417.96%-354.0pp |
| Employer contribution / active EE | $2,423 | $5,243-53.8% | $4,814-49.7% | $4,740-48.9% |
| Participant deferral / active EE | $6,556 | $7,799-15.9% | $7,446-12.0% | $6,400+2.4% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |