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 | $44,799 | $148,534-69.8% | $135,903-67.0% | $139,434-67.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.19% | 79.19%-60.0pp | 68.23%-49.0pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,181 | $5,243-39.3% | $4,856-34.5% | $4,751-33.1% |
| Participant deferral / active EE | $7,270 | $8,100-10.3% | $7,758-6.3% | $6,710+8.3% |
| Admin fee / account holder | $58 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |