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 | $65,025 | $214,378-69.7% | $200,582-67.6% | $142,382-54.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.37% | 46.41%-20.0pp | 42.33%-16.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $5,417 | $6,841-20.8% | $6,419-15.6% | $4,299+26.0% |
| Participant deferral / active EE | $10,687 | $9,865+8.3% | $9,331+14.5% | $6,507+64.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |