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 6-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 | $78,077 | $106,515-26.7% | $96,683-19.2% | $139,434-44.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.06% | 38.43%-27.4pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,543 | $4,103-38.0% | $3,737-32.0% | $4,751-46.5% |
| Participant deferral / active EE | $5,096 | $5,454-6.6% | $4,878+4.5% | $6,710-24.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |