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 4-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 | $39,649 | $167,307-76.3% | $143,757-72.4% | $134,475-70.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.93% | 0.46%+5.5pp | -0.04%+6.0pp | 417.96%-412.0pp |
| Employer contribution / active EE | $14,941 | $5,619+165.9% | $4,951+201.8% | $4,740+215.2% |
| Participant deferral / active EE | $6,984 | $6,446+8.4% | $5,637+23.9% | $6,400+9.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |