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 5-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 | $133,022 | $183,519-27.5% | $155,509-14.5% | $145,922-8.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.20% | 61.17%+5.0pp | 64.67%+1.5pp | 561.29%-495.1pp |
| Employer contribution / active EE | $14,209 | $5,313+167.4% | $4,672+204.1% | $4,660+204.9% |
| Participant deferral / active EE | $4,640 | $6,462-28.2% | $5,626-17.5% | $6,688-30.6% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |