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 | $22,132 | $69,518-68.2% | $59,878-63.0% | $135,375-83.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 4.93% | 7.94%-3.0pp | 3.46%+1.5pp | 519.73%-514.8pp |
| Employer contribution / active EE | $6,626 | $3,235+104.8% | $2,722+143.4% | $4,779+38.6% |
| Participant deferral / active EE | $3,678 | $4,206-12.5% | $3,402+8.1% | $5,609-34.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |