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 | $49,725 | $165,335-69.9% | $149,696-66.8% | $158,922-68.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.35% | 348.15%-316.8pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,966 | $5,103-41.9% | $4,644-36.1% | $4,761-37.7% |
| Participant deferral / active EE | $11,517 | $7,181+60.4% | $6,842+68.3% | $5,982+92.5% |
| Admin fee / account holder | $195 | $10,807-98.2% | $9,309-97.9% | $11,246-98.3% |