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 | $35,434 | $107,452-67.0% | $91,541-61.3% | $142,382-75.1% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 21.26% | 22.06%-0.8pp | 20.50%+0.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $6,028 | $2,994+101.3% | $2,505+140.7% | $4,299+40.2% |
| Participant deferral / active EE | $2,348 | $4,754-50.6% | $4,008-41.4% | $6,507-63.9% |
| Admin fee / account holder | $164 | $8,834-98.1% | $6,956-97.6% | $12,624-98.7% |