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 | $50,132 | $85,766-41.5% | $136,294-63.2% | $70,131-28.5% |
| Participation rate | 90.2% | 74.2%+16.1pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,145 | $2,966-61.4% | $4,695-75.6% | $2,342-51.1% |
| Participant deferral / active EE | $2,752 | $5,051-45.5% | $6,247-56.0% | $3,332-17.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |