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 5-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 | $60,702 | $159,934-62.0% | $147,005-58.7% | $145,959-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.41% | 98.24%-77.8pp | 418.76%-398.4pp | 561.95%-541.5pp |
| Employer contribution / active EE | $4,102 | $5,287-22.4% | $4,934-16.9% | $4,661-12.0% |
| Participant deferral / active EE | $9,581 | $8,427+13.7% | $8,070+18.7% | $6,689+43.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |