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 | $109,432 | $201,259-45.6% | $184,200-40.6% | $145,959-25.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 28.98%-17.0pp | 28.80%-16.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $6,024 | $7,018-14.2% | $6,424-6.2% | $4,661+29.2% |
| Participant deferral / active EE | $16,205 | $9,806+65.2% | $9,132+77.4% | $6,689+142.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |