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 | $28,158 | $177,572-84.1% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 91.68% | 65.07%+26.6pp | 58.88%+32.8pp | 217.08%-125.4pp |
| Employer contribution / active EE | $2,263 | $4,810-53.0% | $4,305-47.4% | $4,299-47.4% |
| Participant deferral / active EE | $11,309 | $6,272+80.3% | $5,540+104.1% | $6,507+73.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |