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 | $40,570 | $111,754-63.7% | $103,333-60.7% | $145,922-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,890 | $4,212-55.1% | $3,868-51.1% | $4,660-59.4% |
| Participant deferral / active EE | $4,588 | $5,619-18.3% | $5,057-9.3% | $6,688-31.4% |
| Admin fee / account holder | $151 | $9,750-98.4% | $8,355-98.2% | $13,397-98.9% |