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 4-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 | $30,881 | $127,065-75.7% | $113,168-72.7% | $142,382-78.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.36% | 24.03%-1.7pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $6,880 | $3,442+99.9% | $2,975+131.2% | $4,299+60.0% |
| Participant deferral / active EE | $9,453 | $5,716+65.4% | $5,107+85.1% | $6,507+45.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |