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 | $102,422 | $63,355+61.7% | $91,989+11.3% | $72,985+40.3% |
| Participation rate | 73.1% | 72.5%+0.6pp | 78.6%-5.6pp | 69.5%+3.6pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,808 | $4,883-42.5% | $5,923-52.6% | $3,607-22.2% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |