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 | $75,970 | $149,679-49.2% | $117,039-35.1% | $147,584-48.5% |
| Participation rate | 92.9% | 83.5%+9.4pp | 77.2%+15.7pp | 82.8%+10.0pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,625 | $4,937-67.1% | $3,785-57.1% | $4,876-66.7% |
| Participant deferral / active EE | $7,125 | $4,912+45.1% | $3,929+81.3% | $5,439+31.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |