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 | $68,038 | $183,519-62.9% | $155,509-56.2% | $145,922-53.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.09% | 61.17%-34.1pp | 64.67%-37.6pp | 561.29%-534.2pp |
| Employer contribution / active EE | $2,545 | $5,313-52.1% | $4,672-45.5% | $4,660-45.4% |
| Participant deferral / active EE | $18,227 | $6,462+182.0% | $5,626+224.0% | $6,688+172.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |