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 9-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 | $168,878 | $113,339+49.0% | $94,993+77.8% | $147,584+14.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 30.79% | 20.77%+10.0pp | 27.12%+3.7pp | 578.55%-547.8pp |
| Employer contribution / active EE | $33,083 | $3,160+946.8% | $2,603+1170.7% | $4,876+578.4% |
| Participant deferral / active EE | $17,000 | $3,777+350.1% | $3,317+412.5% | $5,439+212.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |