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 | $35,446 | $167,484-78.8% | $151,611-76.6% | $134,475-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.63% | 7.80%-6.2pp | 3.33%-1.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $3,632 | $6,829-46.8% | $6,166-41.1% | $4,740-23.4% |
| Participant deferral / active EE | $6,602 | $8,986-26.5% | $8,363-21.1% | $6,400+3.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |