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 | $124,523 | $183,519-32.1% | $155,509-19.9% | $145,922-14.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.85% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $13,950 | $5,313+162.6% | $4,672+198.6% | $4,660+199.4% |
| Participant deferral / active EE | $17,050 | $6,462+163.8% | $5,626+203.0% | $6,688+154.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |