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 | $12,644 | $85,022-85.1% | $70,515-82.1% | $139,434-90.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 30.38%-11.4pp | 32.77%-13.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,912 | $3,909-25.5% | $2,973-2.1% | $4,751-38.7% |
| Participant deferral / active EE | $2,384 | $5,890-59.5% | $4,567-47.8% | $6,710-64.5% |
| Admin fee / account holder | $121 | $8,906-98.6% | $6,412-98.1% | $11,403-98.9% |