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 | $32,974 | $209,832-84.3% | $189,513-82.6% | $167,490-80.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 15.70% | 748.27%-732.6pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,704 | $6,914-75.3% | $6,162-72.3% | $4,837-64.8% |
| Participant deferral / active EE | $8,337 | $8,935-6.7% | $8,221+1.4% | $6,341+31.5% |
| Admin fee / account holder | $126 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |