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 | $27,879 | $93,571-70.2% | $135,903-79.5% | $75,163-62.9% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 29.22% | 30.90%-1.7pp | 68.23%-39.0pp | 160.62%-131.4pp |
| Employer contribution / active EE | $935 | $3,537-73.6% | $4,856-80.7% | $2,670-65.0% |
| Participant deferral / active EE | $6,590 | $6,404+2.9% | $7,758-15.1% | $4,125+59.7% |
| Admin fee / account holder | $53 | $6,975-99.2% | $10,762-99.5% | $5,651-99.1% |