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 8-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 | $31,067 | $118,450-73.8% | $98,439-68.4% | $139,434-77.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.60% | 18.94%+0.7pp | 21.16%-1.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,607 | $3,609-27.8% | $3,048-14.5% | $4,751-45.1% |
| Participant deferral / active EE | $5,862 | $5,392+8.7% | $4,738+23.7% | $6,710-12.6% |
| Admin fee / account holder | $108 | $14,026-99.2% | $8,948-98.8% | $11,403-99.1% |