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 | $38,305 | $197,591-80.6% | $177,821-78.5% | $158,922-75.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 133.26% | 58.76%+74.5pp | 48.32%+84.9pp | 302.83%-169.6pp |
| Employer contribution / active EE | $18,313 | $6,697+173.4% | $5,918+209.4% | $4,761+284.6% |
| Participant deferral / active EE | $18,313 | $8,405+117.9% | $7,714+137.4% | $5,982+206.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |