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 | $64,351 | $201,272-68.0% | $184,203-65.1% | $145,922-55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $10,481 | $7,022+49.3% | $6,427+63.1% | $4,660+124.9% |
| Participant deferral / active EE | $27,719 | $9,806+182.7% | $9,131+203.6% | $6,688+314.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |