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 5-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 | $45,463 | $172,111-73.6% | $150,298-69.8% | $137,256-66.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 74.09% | 69.37%+4.7pp | 62.79%+11.3pp | 220.34%-146.2pp |
| Employer contribution / active EE | $8,021 | $4,636+73.0% | $4,154+93.1% | $4,156+93.0% |
| Participant deferral / active EE | $10,699 | $6,166+73.5% | $5,453+96.2% | $6,407+67.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |