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 8-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 | $38,516 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.34% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,105 | $4,804-14.6% | $4,554-9.9% | $4,156-1.2% |
| Participant deferral / active EE | $5,449 | $8,216-33.7% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |