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 10-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 | $60,075 | $198,466-69.7% | $170,442-64.8% | $147,584-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 547.00% | 257.29%+289.7pp | 205.93%+341.1pp | 578.55%-31.5pp |
| Employer contribution / active EE | $6,548 | $6,184+5.9% | $5,433+20.5% | $4,876+34.3% |
| Participant deferral / active EE | $7,033 | $5,629+24.9% | $4,939+42.4% | $5,439+29.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |