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 | $31,373 | $154,228-79.7% | $145,433-78.4% | $137,256-77.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.04% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,704 | $4,804+18.7% | $4,554+25.2% | $4,156+37.2% |
| Participant deferral / active EE | $7,951 | $8,216-3.2% | $7,897+0.7% | $6,407+24.1% |
| Admin fee / account holder | $65 | $14,344-99.5% | $13,129-99.5% | $12,270-99.5% |