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 | $121,397 | $100,773+20.5% | $88,946+36.5% | $142,382-14.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 248.43% | 70.18%+178.2pp | 57.82%+190.6pp | 217.08%+31.3pp |
| Employer contribution / active EE | $742 | $2,918-74.6% | $2,555-71.0% | $4,299-82.7% |
| Participant deferral / active EE | $4,776 | $5,230-8.7% | $4,581+4.2% | $6,507-26.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |