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 9-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 | $52,907 | $157,256-66.4% | $141,162-62.5% | $152,861-65.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.66% | 64.32%-23.7pp | 71.39%-30.7pp | 345.32%-304.7pp |
| Employer contribution / active EE | $3,360 | $5,261-36.1% | $4,735-29.0% | $4,762-29.4% |
| Participant deferral / active EE | $18,480 | $7,109+159.9% | $6,709+175.4% | $5,850+215.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |