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 | $29,353 | $80,968-63.7% | $96,544-69.6% | $75,163-60.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 32.75% | 27.06%+5.7pp | 25.84%+6.9pp | 160.62%-127.9pp |
| Employer contribution / active EE | $2,834 | $2,282+24.2% | $2,965-4.4% | $2,670+6.2% |
| Participant deferral / active EE | $4,393 | $3,928+11.8% | $4,851-9.4% | $4,125+6.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |