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 7-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 | $34,972 | $176,056-80.1% | $159,436-78.1% | $167,490-79.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.87% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,982 | $5,297-24.8% | $4,829-17.5% | $4,837-17.7% |
| Participant deferral / active EE | $11,792 | $7,750+52.1% | $7,352+60.4% | $6,341+85.9% |
| Admin fee / account holder | $282 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |