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 | $28,208 | $165,335-82.9% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 49.43% | 348.15%-298.7pp | 276.60%-227.2pp | 302.83%-253.4pp |
| Employer contribution / active EE | $2,185 | $5,103-57.2% | $4,644-53.0% | $4,761-54.1% |
| Participant deferral / active EE | $8,756 | $7,181+21.9% | $6,842+28.0% | $5,982+46.4% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |