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 | $29,050 | $115,882-74.9% | $100,516-71.1% | $158,922-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.95% | 34.79%-6.8pp | 30.89%-2.9pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,607 | $4,103-36.5% | $3,418-23.7% | $4,761-45.3% |
| Participant deferral / active EE | $10,990 | $6,674+64.7% | $6,270+75.3% | $5,982+83.7% |
| Admin fee / account holder | $101 | $10,995-99.1% | $8,081-98.7% | $11,246-99.1% |