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 | $49,295 | $214,378-77.0% | $200,582-75.4% | $142,382-65.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.70% | 46.41%-21.7pp | 42.33%-17.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,963 | $6,841-56.7% | $6,419-53.8% | $4,299-31.1% |
| Participant deferral / active EE | $15,020 | $9,865+52.3% | $9,331+61.0% | $6,507+130.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |