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 | $54,525 | $154,228-64.6% | $145,433-62.5% | $137,256-60.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $10,870 | $4,804+126.3% | $4,554+138.7% | $4,156+161.5% |
| Participant deferral / active EE | $13,588 | $8,216+65.4% | $7,897+72.1% | $6,407+112.1% |
| Admin fee / account holder | $119 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |