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 | $46,997 | $157,256-70.1% | $141,162-66.7% | $152,861-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.66% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,385 | $5,261-54.7% | $4,735-49.6% | $4,762-49.9% |
| Participant deferral / active EE | $12,720 | $7,109+78.9% | $6,709+89.6% | $5,850+117.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |