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 | $107,773 | $150,440-28.4% | $136,294-20.9% | $147,584-27.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 40.96% | 1049.08%-1008.1pp | 5155.94%-5115.0pp | 578.55%-537.6pp |
| Employer contribution / active EE | $24,681 | $5,256+369.6% | $4,695+425.6% | $4,876+406.1% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |