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 | $26,267 | $98,750-73.4% | $149,696-82.5% | $79,858-67.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 34.58% | 27.43%+7.2pp | 276.60%-242.0pp | 31.71%+2.9pp |
| Employer contribution / active EE | $2,824 | $3,216-12.2% | $4,644-39.2% | $2,471+14.3% |
| Participant deferral / active EE | $6,788 | $5,680+19.5% | $6,842-0.8% | $3,740+81.5% |
| Admin fee / account holder | $114 | $6,053-98.1% | $9,309-98.8% | $5,306-97.9% |