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 | $79,033 | $159,602-50.5% | $150,045-47.3% | $142,382-44.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.77% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $7,598 | $4,961+53.2% | $4,693+61.9% | $4,299+76.7% |
| Participant deferral / active EE | $19,409 | $8,310+133.6% | $7,997+142.7% | $6,507+198.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |