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 | $32,136 | $85,766-62.5% | $136,294-76.4% | $70,131-54.2% |
| Participation rate | 78.0% | 74.2%+3.9pp | 81.9%-3.9pp | 69.5%+8.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,097 | $2,966-29.3% | $4,695-55.3% | $2,342-10.5% |
| Participant deferral / active EE | $6,538 | $5,051+29.4% | $6,247+4.7% | $3,332+96.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |