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 | $28,279 | $91,190-69.0% | $178,490-84.2% | $79,858-64.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.16% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,046 | $3,256-37.2% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $2,960 | $3,236-8.5% | $5,202-43.1% | $3,740-20.9% |
| Admin fee / account holder | $60 | $6,751-99.1% | $13,984-99.6% | $5,306-98.9% |