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 | $60,774 | $68,097-10.8% | $62,929-3.4% | $137,256-55.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.64% | 1859.11%-1837.5pp | 1063.93%-1042.3pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,947 | $2,811+40.4% | $2,505+57.6% | $4,156-5.0% |
| Participant deferral / active EE | $7,399 | $4,553+62.5% | $3,888+90.3% | $6,407+15.5% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |