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 | $49,772 | $209,336-76.2% | $197,124-74.8% | $137,256-63.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.70% | 48.09%-22.4pp | 44.34%-18.6pp | 220.34%-194.6pp |
| Employer contribution / active EE | $6,484 | $6,591-1.6% | $6,227+4.1% | $4,156+56.0% |
| Participant deferral / active EE | $12,714 | $9,614+32.2% | $9,135+39.2% | $6,407+98.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |