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 | $47,805 | $106,584-55.1% | $101,326-52.8% | $142,382-66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.79% | 36.93%-19.1pp | 36.82%-19.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,782 | $3,956-55.0% | $3,665-51.4% | $4,299-58.6% |
| Participant deferral / active EE | $2,742 | $8,297-67.0% | $7,994-65.7% | $6,507-57.9% |
| Admin fee / account holder | $40 | $11,446-99.6% | $11,185-99.6% | $12,624-99.7% |