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 | $60,601 | $201,259-69.9% | $184,200-67.1% | $145,959-58.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.50% | 28.98%-12.5pp | 28.80%-12.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $2,982 | $7,018-57.5% | $6,424-53.6% | $4,661-36.0% |
| Participant deferral / active EE | $4,932 | $9,806-49.7% | $9,132-46.0% | $6,689-26.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |