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 5-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 | $52,802 | $112,729-53.2% | $98,716-46.5% | $137,256-61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.76% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,053 | $2,725+12.0% | $2,279+34.0% | $4,156-26.5% |
| Participant deferral / active EE | $8,535 | $4,640+83.9% | $4,048+110.9% | $6,407+33.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |