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 | $53,754 | $154,365-65.2% | $130,231-58.7% | $139,434-61.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 30.23% | 30.34%-0.1pp | 38.77%-8.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $8,328 | $5,170+61.1% | $4,126+101.8% | $4,751+75.3% |
| Participant deferral / active EE | $15,000 | $8,498+76.5% | $6,799+120.6% | $6,710+123.5% |
| Admin fee / account holder | $1 | $9,214-100.0% | $6,020-100.0% | $11,403-100.0% |