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 | $34,894 | $165,335-78.9% | $149,696-76.7% | $158,922-78.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.18% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,218 | $5,103-76.1% | $4,644-73.8% | $4,761-74.4% |
| Participant deferral / active EE | $5,919 | $7,181-17.6% | $6,842-13.5% | $5,982-1.1% |
| Admin fee / account holder | $82 | $10,807-99.2% | $9,309-99.1% | $11,246-99.3% |