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 | $23,052 | $176,056-86.9% | $159,436-85.5% | $167,490-86.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.70% | 331.75%-310.1pp | 263.57%-241.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $5,432 | $5,297+2.6% | $4,829+12.5% | $4,837+12.3% |
| Participant deferral / active EE | $5,432 | $7,750-29.9% | $7,352-26.1% | $6,341-14.3% |
| Admin fee / account holder | $168 | $12,554-98.7% | $10,799-98.4% | $12,309-98.6% |