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 | $30,380 | $154,228-80.3% | $145,433-79.1% | $137,256-77.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.64% | 74.59%-46.0pp | 66.58%-37.9pp | 220.34%-191.7pp |
| Employer contribution / active EE | $4,300 | $4,804-10.5% | $4,554-5.6% | $4,156+3.5% |
| Participant deferral / active EE | $16,757 | $8,216+103.9% | $7,897+112.2% | $6,407+161.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |