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 | $29,161 | $228,332-87.2% | $185,823-84.3% | $158,922-81.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.42% | 40.80%-2.4pp | 35.95%+2.5pp | 302.83%-264.4pp |
| Employer contribution / active EE | $11,838 | $4,967+138.3% | $4,087+189.6% | $4,761+148.6% |
| Participant deferral / active EE | $8,333 | $6,415+29.9% | $5,632+48.0% | $5,982+39.3% |
| Admin fee / account holder | $244 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |