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 | $59,402 | $183,592-67.6% | $155,567-61.8% | $145,959-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,147 | $5,315-78.4% | $4,674-75.5% | $4,661-75.4% |
| Participant deferral / active EE | $16,342 | $6,464+152.8% | $5,628+190.4% | $6,689+144.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |