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 | $44,819 | $172,111-74.0% | $150,298-70.2% | $137,256-67.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.75% | 69.37%-42.6pp | 62.79%-36.0pp | 220.34%-193.6pp |
| Employer contribution / active EE | $10,678 | $4,636+130.3% | $4,154+157.0% | $4,156+156.9% |
| Participant deferral / active EE | $4,700 | $6,166-23.8% | $5,453-13.8% | $6,407-26.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |