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 6-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 | $31,977 | $165,335-80.7% | $149,696-78.6% | $158,922-79.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 24.66% | 348.15%-323.5pp | 276.60%-251.9pp | 302.83%-278.2pp |
| Employer contribution / active EE | $6,967 | $5,103+36.5% | $4,644+50.0% | $4,761+46.3% |
| Participant deferral / active EE | $7,260 | $7,181+1.1% | $6,842+6.1% | $5,982+21.4% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |