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 | $29,426 | $227,553-87.1% | $189,557-84.5% | $167,490-82.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 19.04% | 78.40%-59.4pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,712 | $5,316-49.0% | $4,412-38.5% | $4,837-43.9% |
| Participant deferral / active EE | $10,164 | $7,002+45.2% | $6,174+64.6% | $6,341+60.3% |
| Admin fee / account holder | $18 | $11,878-99.8% | $9,807-99.8% | $12,309-99.9% |