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 | $29,336 | $201,272-85.4% | $184,203-84.1% | $145,922-79.9% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.70% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,502 | $7,022-78.6% | $6,427-76.6% | $4,660-67.8% |
| Participant deferral / active EE | $6,292 | $9,806-35.8% | $9,131-31.1% | $6,688-5.9% |
| Admin fee / account holder | $261 | $16,364-98.4% | $13,901-98.1% | $13,397-98.1% |