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 | $42,941 | $180,449-76.2% | $154,107-72.1% | $135,375-68.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.19% | 888.09%-885.9pp | 735.12%-732.9pp | 519.73%-517.5pp |
| Employer contribution / active EE | $13,806 | $6,035+128.8% | $5,298+160.6% | $4,779+188.9% |
| Participant deferral / active EE | $13,006 | $5,806+124.0% | $5,081+156.0% | $5,609+131.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |