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 | $20,292 | $112,881-82.0% | $90,951-77.7% | $158,922-87.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.31% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,234 | $2,893+80.9% | $2,122+146.7% | $4,761+9.9% |
| Participant deferral / active EE | $3,607 | $4,128-12.6% | $3,373+6.9% | $5,982-39.7% |
| Admin fee / account holder | $84 | $8,041-99.0% | $5,959-98.6% | $11,246-99.3% |