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 8-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 | $64,205 | $163,687-60.8% | $108,745-41.0% | $273,961-76.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 1.27% | 31.16%-29.9pp | 46.22%-45.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $15,900 | $4,711+237.5% | $3,323+378.5% | $4,869+226.6% |
| Participant deferral / active EE | $24,000 | $7,155+235.4% | $5,121+368.6% | $5,287+353.9% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |