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 4-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 | $33,608 | $93,571-64.1% | $135,903-75.3% | $75,163-55.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.89% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,301 | $3,537-34.9% | $4,856-52.6% | $2,670-13.8% |
| Participant deferral / active EE | $3,719 | $6,404-41.9% | $7,758-52.1% | $4,125-9.8% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |