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 3-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 | $55,035 | $97,125-43.3% | $86,233-36.2% | $137,256-59.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.59% | 74.19%-49.6pp | 61.39%-36.8pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,166 | $2,841+11.4% | $2,504+26.4% | $4,156-23.8% |
| Participant deferral / active EE | $10,805 | $5,180+108.6% | $4,559+137.0% | $6,407+68.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |