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 | $38,310 | $111,754-65.7% | $103,333-62.9% | $145,922-73.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.50% | 24.77%+0.7pp | 24.88%+0.6pp | 561.29%-535.8pp |
| Employer contribution / active EE | $9,474 | $4,212+124.9% | $3,868+144.9% | $4,660+103.3% |
| Participant deferral / active EE | $7,064 | $5,619+25.7% | $5,057+39.7% | $6,688+5.6% |
| Admin fee / account holder | $226 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |