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 8-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 | $52,473 | $96,956-45.9% | $70,014-25.1% | $273,961-80.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.19% | 12.93%-9.7pp | 12.99%-9.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,152 | $3,316-65.3% | $2,338-50.7% | $4,869-76.3% |
| Participant deferral / active EE | $2,880 | $3,744-23.1% | $2,931-1.7% | $5,287-45.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |