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 | $30,159 | $157,256-80.8% | $141,162-78.6% | $152,861-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.08% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,409 | $5,261-35.2% | $4,735-28.0% | $4,762-28.4% |
| Participant deferral / active EE | $8,575 | $7,109+20.6% | $6,709+27.8% | $5,850+46.6% |
| Admin fee / account holder | $34 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |