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 7-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 | $52,035 | $127,065-59.0% | $113,168-54.0% | $142,382-63.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 30.00% | 24.03%+6.0pp | 24.27%+5.7pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,603 | $3,442-24.4% | $2,975-12.5% | $4,299-39.4% |
| Participant deferral / active EE | $4,137 | $5,716-27.6% | $5,107-19.0% | $6,507-36.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |