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 | $23,319 | $111,754-79.1% | $103,333-77.4% | $145,922-84.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.56% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,666 | $4,212-60.5% | $3,868-56.9% | $4,660-64.2% |
| Participant deferral / active EE | $4,267 | $5,619-24.1% | $5,057-15.6% | $6,688-36.2% |
| Admin fee / account holder | $205 | $9,750-97.9% | $8,355-97.5% | $13,397-98.5% |