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 | $61,672 | $209,336-70.5% | $197,124-68.7% | $137,256-55.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.43% | 48.09%-30.7pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,833 | $6,591-26.7% | $6,227-22.4% | $4,156+16.3% |
| Participant deferral / active EE | $13,574 | $9,614+41.2% | $9,135+48.6% | $6,407+111.9% |
| Admin fee / account holder | $224 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |