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 6-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 | $44,738 | $165,984-73.0% | $164,813-72.9% | $145,922-69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.22% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,202 | $5,273-39.3% | $4,341-26.2% | $4,660-31.3% |
| Participant deferral / active EE | $13,228 | $6,959+90.1% | $6,031+119.3% | $6,688+97.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |