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 6-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 | $29,818 | $154,228-80.7% | $145,433-79.5% | $137,256-78.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.24% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,211 | $4,804-12.3% | $4,554-7.5% | $4,156+1.3% |
| Participant deferral / active EE | $9,130 | $8,216+11.1% | $7,897+15.6% | $6,407+42.5% |
| Admin fee / account holder | $129 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |