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 | $25,129 | $202,432-87.6% | $169,368-85.2% | $139,434-82.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.03% | 531.74%-507.7pp | 405.60%-381.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,308 | $4,692-8.2% | $4,013+7.4% | $4,751-9.3% |
| Participant deferral / active EE | $6,028 | $6,938-13.1% | $6,221-3.1% | $6,710-10.2% |
| Admin fee / account holder | $53 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |