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 | $30,326 | $66,402-54.3% | $109,895-72.4% | $85,850-64.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.84% | 19.59%-2.8pp | 29.45%-12.6pp | 318.53%-301.7pp |
| Employer contribution / active EE | $5,962 | $1,687+253.4% | $2,842+109.8% | $2,565+132.4% |
| Participant deferral / active EE | $6,680 | $2,842+135.0% | $4,048+65.0% | $3,952+69.0% |
| Admin fee / account holder | $0 | $4,557-100.0% | $6,066-100.0% | $6,260-100.0% |