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 | $75,557 | $159,934-52.8% | $147,005-48.6% | $145,959-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.15% | 98.24%-77.1pp | 418.76%-397.6pp | 561.95%-540.8pp |
| Employer contribution / active EE | $15,659 | $5,287+196.2% | $4,934+217.4% | $4,661+236.0% |
| Participant deferral / active EE | $11,639 | $8,427+38.1% | $8,070+44.2% | $6,689+74.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |