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 6-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 | $71,701 | $102,605-30.1% | $145,661-50.8% | $84,808-15.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 19.50% | 26.50%-7.0pp | 101.46%-82.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,137 | $3,325-5.6% | $4,238-26.0% | $2,631+19.2% |
| Participant deferral / active EE | $6,937 | $5,750+20.6% | $7,198-3.6% | $4,212+64.7% |
| Admin fee / account holder | $0 | $8,758-100.0% | $12,466-100.0% | $7,344-100.0% |