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 3-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 | $134,865 | $177,572-24.1% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 92.91% | 65.07%+27.8pp | 58.88%+34.0pp | 217.08%-124.2pp |
| Employer contribution / active EE | $1,657 | $4,810-65.6% | $4,305-61.5% | $4,299-61.5% |
| Participant deferral / active EE | $11,522 | $6,272+83.7% | $5,540+108.0% | $6,507+77.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |