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 | $92,048 | $159,901-42.4% | $146,958-37.4% | $145,922-36.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 18.20% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $19,177 | $5,286+262.8% | $4,933+288.8% | $4,660+311.6% |
| Participant deferral / active EE | $6,300 | $8,428-25.3% | $8,070-21.9% | $6,688-5.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |