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 | $60,521 | $183,592-67.0% | $155,567-61.1% | $145,959-58.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.24% | 61.24%-35.0pp | 64.74%-38.5pp | 561.95%-535.7pp |
| Employer contribution / active EE | $13,935 | $5,315+162.2% | $4,674+198.1% | $4,661+199.0% |
| Participant deferral / active EE | $11,350 | $6,464+75.6% | $5,628+101.7% | $6,689+69.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |