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 | $27,560 | $165,335-83.3% | $149,696-81.6% | $158,922-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.79% | 348.15%-326.4pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $2,000 | $5,103-60.8% | $4,644-56.9% | $4,761-58.0% |
| Participant deferral / active EE | $2,600 | $7,181-63.8% | $6,842-62.0% | $5,982-56.5% |
| Admin fee / account holder | $133 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |