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 | $38,047 | $227,553-83.3% | $189,557-79.9% | $167,490-77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.79% | 78.40%-60.6pp | 64.17%-46.4pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,156 | $5,316-59.4% | $4,412-51.1% | $4,837-55.4% |
| Participant deferral / active EE | $6,902 | $7,002-1.4% | $6,174+11.8% | $6,341+8.8% |
| Admin fee / account holder | $134 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |