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 | $105,547 | $214,378-50.8% | $200,582-47.4% | $142,382-25.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.31% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $18,905 | $6,841+176.3% | $6,419+194.5% | $4,299+339.7% |
| Participant deferral / active EE | $13,805 | $9,865+39.9% | $9,331+47.9% | $6,507+112.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |