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 8-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 | $23,428 | $159,602-85.3% | $150,045-84.4% | $142,382-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 61.50% | 70.24%-8.7pp | 62.55%-1.0pp | 217.08%-155.6pp |
| Employer contribution / active EE | $5,221 | $4,961+5.2% | $4,693+11.2% | $4,299+21.4% |
| Participant deferral / active EE | $10,188 | $8,310+22.6% | $7,997+27.4% | $6,507+56.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |