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 | $56,463 | $142,405-60.4% | $115,157-51.0% | $152,861-63.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.80% | 41.48%-13.7pp | 35.60%-7.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $2,743 | $4,010-31.6% | $3,179-13.7% | $4,762-42.4% |
| Participant deferral / active EE | $5,994 | $5,164+16.1% | $4,168+43.8% | $5,850+2.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |