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 | $29,754 | $121,625-75.5% | $104,607-71.6% | $158,922-81.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 26.97% | 465.26%-438.3pp | 340.46%-313.5pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,060 | $3,163-3.2% | $2,681+14.2% | $4,761-35.7% |
| Participant deferral / active EE | $9,648 | $4,177+131.0% | $3,740+158.0% | $5,982+61.3% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |