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 | $32,304 | $127,264-74.6% | $109,895-70.6% | $167,490-80.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.35% | 22.97%-9.6pp | 29.45%-16.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,668 | $3,322-49.8% | $2,842-41.3% | $4,837-65.5% |
| Participant deferral / active EE | $5,695 | $4,514+26.2% | $4,048+40.7% | $6,341-10.2% |
| Admin fee / account holder | $237 | $7,114-96.7% | $6,066-96.1% | $12,309-98.1% |