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 6-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 | $61,199 | $209,411-70.8% | $178,490-65.7% | $158,922-61.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.31% | 188.75%-168.4pp | 151.07%-130.8pp | 302.83%-282.5pp |
| Employer contribution / active EE | $12,958 | $5,706+127.1% | $5,011+158.6% | $4,761+172.2% |
| Participant deferral / active EE | $7,165 | $5,954+20.3% | $5,202+37.8% | $5,982+19.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |