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 9-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 | $29,150 | $104,251-72.0% | $91,001-68.0% | $147,584-80.2% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,166 | $3,116+1.6% | $2,456+28.9% | $4,876-35.1% |
| Participant deferral / active EE | $9,015 | $4,195+114.9% | $3,547+154.1% | $5,439+65.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |