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 | $124,660 | $201,272-38.1% | $184,203-32.3% | $145,922-14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 58.95% | 29.00%+29.9pp | 28.81%+30.1pp | 561.29%-502.3pp |
| Employer contribution / active EE | $5,625 | $7,022-19.9% | $6,427-12.5% | $4,660+20.7% |
| Participant deferral / active EE | $15,443 | $9,806+57.5% | $9,131+69.1% | $6,688+130.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |