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 9-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 | $31,244 | $175,202-82.2% | $149,673-79.1% | $139,434-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.00% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $7,211 | $5,474+31.7% | $4,818+49.7% | $4,751+51.8% |
| Participant deferral / active EE | $6,296 | $6,519-3.4% | $5,680+10.8% | $6,710-6.2% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |