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 | $25,694 | $211,958-87.9% | $169,463-84.8% | $135,375-81.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.26% | 3.26%0pp | 1.83%+1.4pp | 519.73%-516.5pp |
| Employer contribution / active EE | $2,615 | $5,120-48.9% | $4,159-37.1% | $4,779-45.3% |
| Participant deferral / active EE | $10,415 | $6,075+71.4% | $5,277+97.4% | $5,609+85.7% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |