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 5-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 | $134,862 | $201,272-33.0% | $184,203-26.8% | $145,922-7.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 58.63% | 29.00%+29.6pp | 28.81%+29.8pp | 561.29%-502.7pp |
| Employer contribution / active EE | $4,220 | $7,022-39.9% | $6,427-34.3% | $4,660-9.4% |
| Participant deferral / active EE | $21,840 | $9,806+122.7% | $9,131+139.2% | $6,688+226.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |