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 | $29,702 | $148,534-80.0% | $135,903-78.1% | $139,434-78.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.86% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,007 | $5,243-23.6% | $4,856-17.5% | $4,751-15.7% |
| Participant deferral / active EE | $4,371 | $8,100-46.0% | $7,758-43.7% | $6,710-34.9% |
| Admin fee / account holder | $187 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |