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 | $83,010 | $183,592-54.8% | $155,567-46.6% | $145,959-43.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 61.24%-44.7pp | 64.74%-48.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $9,432 | $5,315+77.5% | $4,674+101.8% | $4,661+102.4% |
| Participant deferral / active EE | $8,112 | $6,464+25.5% | $5,628+44.1% | $6,689+21.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |