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 | $39,280 | $154,228-74.5% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.38% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,395 | $4,804-29.3% | $4,554-25.5% | $4,156-18.3% |
| Participant deferral / active EE | $4,842 | $8,216-41.1% | $7,897-38.7% | $6,407-24.4% |
| Admin fee / account holder | $77 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |