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 3-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 | $39,446 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.61% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $8,651 | $4,961+74.4% | $4,693+84.3% | $4,299+101.2% |
| Participant deferral / active EE | $8,427 | $8,310+1.4% | $7,997+5.4% | $6,507+29.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |