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 | $89,185 | $183,592-51.4% | $155,567-42.7% | $145,959-38.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.80% | 61.24%-40.4pp | 64.74%-43.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $19,674 | $5,315+270.2% | $4,674+320.9% | $4,661+322.1% |
| Participant deferral / active EE | $16,233 | $6,464+151.1% | $5,628+188.5% | $6,689+142.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |