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 7-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 | $78,430 | $142,405-44.9% | $115,157-31.9% | $152,861-48.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.03% | 41.48%-28.5pp | 35.60%-22.6pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,274 | $4,010-43.3% | $3,179-28.5% | $4,762-52.2% |
| Participant deferral / active EE | $6,259 | $5,164+21.2% | $4,168+50.1% | $5,850+7.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |