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 | $18,922 | $107,334-82.4% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 30.17% | 145.58%-115.4pp | 109.41%-79.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,806 | $4,221-33.5% | $3,653-23.2% | $4,762-41.1% |
| Participant deferral / active EE | $5,911 | $4,845+22.0% | $4,236+39.5% | $5,850+1.0% |
| Admin fee / account holder | $286 | $7,079-96.0% | $5,794-95.1% | $11,596-97.5% |