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 9-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 | $54,806 | $157,256-65.1% | $141,162-61.2% | $152,861-64.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 71.47% | 64.32%+7.1pp | 71.39%+0.1pp | 345.32%-273.9pp |
| Employer contribution / active EE | $48,121 | $5,261+814.7% | $4,735+916.3% | $4,762+910.5% |
| Participant deferral / active EE | $49,496 | $7,109+596.2% | $6,709+637.8% | $5,850+746.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |