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 | $100,414 | $209,336-52.0% | $197,124-49.1% | $137,256-26.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.46% | 48.09%-27.6pp | 44.34%-23.9pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,350 | $6,591-49.2% | $6,227-46.2% | $4,156-19.4% |
| Participant deferral / active EE | $23,500 | $9,614+144.4% | $9,135+157.3% | $6,407+266.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |