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 | $148,469 | $100,970+47.0% | $96,576+53.7% | $137,256+8.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.61% | 38.16%-15.6pp | 38.47%-15.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $20,357 | $3,809+434.4% | $3,553+472.9% | $4,156+389.8% |
| Participant deferral / active EE | $13,625 | $8,286+64.4% | $7,956+71.2% | $6,407+112.7% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |