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 | $96,056 | $154,228-37.7% | $145,433-34.0% | $137,256-30.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.39% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $3,243 | $4,804-32.5% | $4,554-28.8% | $4,156-22.0% |
| Participant deferral / active EE | $11,118 | $8,216+35.3% | $7,897+40.8% | $6,407+73.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |