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 8-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 | $39,499 | $209,411-81.1% | $178,490-77.9% | $158,922-75.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.19% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $8,163 | $5,706+43.0% | $5,011+62.9% | $4,761+71.4% |
| Participant deferral / active EE | $12,355 | $5,954+107.5% | $5,202+137.5% | $5,982+106.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |