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 | $150,271 | $211,958-29.1% | $169,463-11.3% | $135,375+11.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.86% | 3.26%+5.6pp | 1.83%+7.0pp | 519.73%-510.9pp |
| Employer contribution / active EE | $26,760 | $5,120+422.7% | $4,159+543.4% | $4,779+460.0% |
| Participant deferral / active EE | $24,500 | $6,075+303.3% | $5,277+364.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |