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 | $59,093 | $177,572-66.7% | $154,803-61.8% | $142,382-58.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 36.00% | 65.07%-29.1pp | 58.88%-22.9pp | 217.08%-181.1pp |
| Employer contribution / active EE | $16,052 | $4,810+233.7% | $4,305+272.8% | $4,299+273.4% |
| Participant deferral / active EE | $10,022 | $6,272+59.8% | $5,540+80.9% | $6,507+54.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |