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 | $28,826 | $127,386-77.4% | $115,037-74.9% | $125,391-77.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.39% | 31.28%-28.9pp | 26.14%-23.8pp | 282.22%-279.8pp |
| Employer contribution / active EE | $37,092 | $5,166+618.0% | $4,608+705.0% | $4,866+662.3% |
| Participant deferral / active EE | $18,538 | $6,423+188.6% | $6,026+207.6% | $5,352+246.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |