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 | $143,464 | $201,259-28.7% | $184,200-22.1% | $145,959-1.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 28.98%-14.9pp | 28.80%-14.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,712 | $7,018-61.4% | $6,424-57.8% | $4,661-41.8% |
| Participant deferral / active EE | $6,489 | $9,806-33.8% | $9,132-28.9% | $6,689-3.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |