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 | $30,977 | $58,208-46.8% | $81,812-62.1% | $80,856-61.7% |
| Participation rate | 82.1% | 63.4%+18.7pp | 72.3%+9.8pp | 67.6%+14.5pp |
| Annual return | 12.67% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,231 | $2,340-4.7% | $2,912-23.4% | $2,755-19.0% |
| Participant deferral / active EE | $3,572 | $3,281+8.9% | $4,319-17.3% | $4,296-16.9% |
| Admin fee / account holder | $119 | $4,981-97.6% | $7,386-98.4% | $6,918-98.3% |