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 | $63,025 | $159,934-60.6% | $147,005-57.1% | $145,959-56.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.01% | 98.24%-80.2pp | 418.76%-400.8pp | 561.95%-543.9pp |
| Employer contribution / active EE | $10,948 | $5,287+107.1% | $4,934+121.9% | $4,661+134.9% |
| Participant deferral / active EE | $6,329 | $8,427-24.9% | $8,070-21.6% | $6,689-5.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |