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 | $45,758 | $124,281-63.2% | $109,143-58.1% | $167,490-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.97% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,837 | $4,207-56.3% | $3,722-50.6% | $4,837-62.0% |
| Participant deferral / active EE | $6,497 | $5,255+23.6% | $4,653+39.6% | $6,341+2.5% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |