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 | $37,400 | $228,332-83.6% | $185,823-79.9% | $158,922-76.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.08% | 40.80%-15.7pp | 35.95%-10.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $3,143 | $4,967-36.7% | $4,087-23.1% | $4,761-34.0% |
| Participant deferral / active EE | $8,910 | $6,415+38.9% | $5,632+58.2% | $5,982+48.9% |
| Admin fee / account holder | $59 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |