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 4-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 | $107,614 | $209,336-48.6% | $197,124-45.4% | $137,256-21.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.91% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $8,960 | $6,591+35.9% | $6,227+43.9% | $4,156+115.6% |
| Participant deferral / active EE | $16,238 | $9,614+68.9% | $9,135+77.8% | $6,407+153.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |