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 | $201,272-45.6% | $184,203-40.6% | $145,922-25.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $6,024 | $7,022-14.2% | $6,427-6.3% | $4,660+29.3% |
| Participant deferral / active EE | $16,205 | $9,806+65.3% | $9,131+77.5% | $6,688+142.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |