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 4-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 | $117,310 | $179,726-34.7% | $156,263-24.9% | $142,382-17.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.13% | 77.86%-57.7pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,977 | $5,069-1.8% | $4,333+14.9% | $4,299+15.8% |
| Participant deferral / active EE | $13,109 | $6,956+88.5% | $6,158+112.9% | $6,507+101.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |