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 | $79,471 | $99,341-20.0% | $84,750-6.2% | $273,961-71.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.79% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $7,279 | $4,214+72.8% | $3,574+103.7% | $4,869+49.5% |
| Participant deferral / active EE | $8,612 | $4,269+101.7% | $3,712+132.0% | $5,287+62.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |