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 8-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 | $38,404 | $165,335-76.8% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.51% | 348.15%-317.6pp | 276.60%-246.1pp | 302.83%-272.3pp |
| Employer contribution / active EE | $5,331 | $5,103+4.5% | $4,644+14.8% | $4,761+12.0% |
| Participant deferral / active EE | $4,880 | $7,181-32.0% | $6,842-28.7% | $5,982-18.4% |
| Admin fee / account holder | $47 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |