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 | $133,251 | $159,602-16.5% | $150,045-11.2% | $142,382-6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.91% | 70.24%-45.3pp | 62.55%-37.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $24,274 | $4,961+389.3% | $4,693+417.2% | $4,299+464.6% |
| Participant deferral / active EE | $14,357 | $8,310+72.8% | $7,997+79.5% | $6,507+120.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |