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 | $62,005 | $201,272-69.2% | $184,203-66.3% | $145,922-57.5% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 288.17% | 29.00%+259.2pp | 28.81%+259.4pp | 561.29%-273.1pp |
| Employer contribution / active EE | $24,195 | $7,022+244.6% | $6,427+276.5% | $4,660+419.3% |
| Participant deferral / active EE | $14,858 | $9,806+51.5% | $9,131+62.7% | $6,688+122.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |