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 | $24,971 | $115,882-78.5% | $100,516-75.2% | $158,922-84.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 28.44% | 34.79%-6.4pp | 30.89%-2.5pp | 302.83%-274.4pp |
| Employer contribution / active EE | $8,024 | $4,103+95.6% | $3,418+134.8% | $4,761+68.5% |
| Participant deferral / active EE | $7,306 | $6,674+9.5% | $6,270+16.5% | $5,982+22.1% |
| Admin fee / account holder | $290 | $10,995-97.4% | $8,081-96.4% | $11,246-97.4% |