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 | $29,535 | $183,519-83.9% | $155,509-81.0% | $145,922-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-544.0pp |
| Employer contribution / active EE | $12,800 | $5,313+140.9% | $4,672+173.9% | $4,660+174.7% |
| Participant deferral / active EE | $6,461 | $6,4620% | $5,626+14.8% | $6,688-3.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |