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 | $117,268 | $201,272-41.7% | $184,203-36.3% | $145,922-19.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.55% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $10,641 | $7,022+51.5% | $6,427+65.6% | $4,660+128.4% |
| Participant deferral / active EE | $23,450 | $9,806+139.1% | $9,131+156.8% | $6,688+250.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |