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 5-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 | $67,556 | $201,272-66.4% | $184,203-63.3% | $145,922-53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.79% | 29.00%-0.2pp | 28.81%0pp | 561.29%-532.5pp |
| Employer contribution / active EE | $5,000 | $7,022-28.8% | $6,427-22.2% | $4,660+7.3% |
| Participant deferral / active EE | $11,607 | $9,806+18.4% | $9,131+27.1% | $6,688+73.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |