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 | $18,017 | $202,432-91.1% | $169,368-89.4% | $139,434-87.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 11.71% | 531.74%-520.0pp | 405.60%-393.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $4,092 | $4,692-12.8% | $4,013+2.0% | $4,751-13.9% |
| Participant deferral / active EE | $5,236 | $6,938-24.5% | $6,221-15.8% | $6,710-22.0% |
| Admin fee / account holder | $72 | $10,708-99.3% | $9,003-99.2% | $11,403-99.4% |