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 6-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 | $46,680 | $159,602-70.8% | $150,045-68.9% | $142,382-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.52% | 70.24%-39.7pp | 62.55%-32.0pp | 217.08%-186.6pp |
| Employer contribution / active EE | $3,863 | $4,961-22.1% | $4,693-17.7% | $4,299-10.1% |
| Participant deferral / active EE | $17,107 | $8,310+105.9% | $7,997+113.9% | $6,507+162.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |