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 | $30,318 | $165,335-81.7% | $149,696-79.7% | $158,922-80.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.87% | 348.15%-304.3pp | 276.60%-232.7pp | 302.83%-259.0pp |
| Employer contribution / active EE | $3,304 | $5,103-35.2% | $4,644-28.9% | $4,761-30.6% |
| Participant deferral / active EE | $5,943 | $7,181-17.2% | $6,842-13.1% | $5,982-0.7% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |