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 3-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 | $52,255 | $159,901-67.3% | $146,958-64.4% | $145,922-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.21% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.1pp |
| Employer contribution / active EE | $5,005 | $5,286-5.3% | $4,933+1.5% | $4,660+7.4% |
| Participant deferral / active EE | $18,833 | $8,428+123.5% | $8,070+133.4% | $6,688+181.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |