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 6-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 | $38,756 | $177,572-78.2% | $154,803-75.0% | $142,382-72.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.49% | 65.07%-34.6pp | 58.88%-28.4pp | 217.08%-186.6pp |
| Employer contribution / active EE | $14,371 | $4,810+198.7% | $4,305+233.8% | $4,299+234.3% |
| Participant deferral / active EE | $3,249 | $6,272-48.2% | $5,540-41.4% | $6,507-50.1% |
| Admin fee / account holder | $94 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |