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 8-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 | $126,013 | $167,484-24.8% | $151,611-16.9% | $134,475-6.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 41.71% | 7.80%+33.9pp | 3.33%+38.4pp | 417.96%-376.3pp |
| Employer contribution / active EE | $3,502 | $6,829-48.7% | $6,166-43.2% | $4,740-26.1% |
| Participant deferral / active EE | $4,401 | $8,986-51.0% | $8,363-47.4% | $6,400-31.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |