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 9-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 | $41,951 | $65,365-35.8% | $92,893-54.8% | $72,985-42.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 36.45% | 42.10%-5.7pp | 109.41%-73.0pp | 81.00%-44.5pp |
| Employer contribution / active EE | $8,511 | $2,594+228.1% | $3,653+133.0% | $2,440+248.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |