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 | $26,405 | $121,625-78.3% | $104,607-74.8% | $158,922-83.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.78% | 465.26%-457.5pp | 340.46%-332.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,469 | $3,163-53.5% | $2,681-45.2% | $4,761-69.1% |
| Participant deferral / active EE | $7,084 | $4,177+69.6% | $3,740+89.4% | $5,982+18.4% |
| Admin fee / account holder | $162 | $7,787-97.9% | $6,473-97.5% | $11,246-98.6% |