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 | $40,440 | $108,172-62.6% | $77,482-47.8% | $158,922-74.6% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 27.20% | 31.67%-4.5pp | 54.79%-27.6pp | 302.83%-275.6pp |
| Employer contribution / active EE | $981 | $1,325-26.0% | $986-0.5% | $4,761-79.4% |
| Participant deferral / active EE | $10,116 | $2,456+311.9% | $1,861+443.5% | $5,982+69.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |