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 4-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 | $132,912 | $185,822-28.5% | $169,993-21.8% | $139,434-4.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.81% | 60.50%-39.7pp | 53.37%-32.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $17,690 | $7,590+133.1% | $6,785+160.7% | $4,751+272.3% |
| Participant deferral / active EE | $16,780 | $11,622+44.4% | $10,408+61.2% | $6,710+150.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |