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 | $35,410 | $157,256-77.5% | $141,162-74.9% | $152,861-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 60.07% | 64.32%-4.3pp | 71.39%-11.3pp | 345.32%-285.2pp |
| Employer contribution / active EE | $11,176 | $5,261+112.4% | $4,735+136.0% | $4,762+134.7% |
| Participant deferral / active EE | $20,113 | $7,109+182.9% | $6,709+199.8% | $5,850+243.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |