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 8-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 | $43,131 | $180,449-76.1% | $154,107-72.0% | $135,375-68.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.13% | 888.09%-884.0pp | 735.12%-731.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $14,457 | $6,035+139.6% | $5,298+172.9% | $4,779+202.5% |
| Participant deferral / active EE | $7,361 | $5,806+26.8% | $5,081+44.9% | $5,609+31.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |