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 | $133,512 | $159,602-16.3% | $150,045-11.0% | $142,382-6.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.18% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $23,472 | $4,961+373.2% | $4,693+400.1% | $4,299+446.0% |
| Participant deferral / active EE | $29,875 | $8,310+259.5% | $7,997+273.6% | $6,507+359.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |