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 3-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 | $67,429 | $106,584-36.7% | $101,326-33.5% | $142,382-52.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 32.89% | 36.93%-4.0pp | 36.82%-3.9pp | 217.08%-184.2pp |
| Employer contribution / active EE | $5,294 | $3,956+33.8% | $3,665+44.4% | $4,299+23.1% |
| Participant deferral / active EE | $14,666 | $8,297+76.8% | $7,994+83.5% | $6,507+125.4% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |