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 | $109,814 | $117,983-6.9% | $101,794+7.9% | $142,382-22.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 54.30% | 36.92%+17.4pp | 30.53%+23.8pp | 217.08%-162.8pp |
| Employer contribution / active EE | $26,984 | $2,773+873.2% | $2,289+1078.9% | $4,299+527.7% |
| Participant deferral / active EE | $3,363 | $4,714-28.7% | $4,084-17.7% | $6,507-48.3% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |