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 | $19,932 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.69% | 70.24%-49.5pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,815 | $4,961-63.4% | $4,693-61.3% | $4,299-57.8% |
| Participant deferral / active EE | $3,294 | $8,310-60.4% | $7,997-58.8% | $6,507-49.4% |
| Admin fee / account holder | $103 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |