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 | $44,158 | $74,888-41.0% | $71,209-38.0% | $142,382-69.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.18% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,720 | $2,854-39.7% | $2,721-36.8% | $4,299-60.0% |
| Participant deferral / active EE | $3,534 | $4,454-20.7% | $4,175-15.4% | $6,507-45.7% |
| Admin fee / account holder | $215 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |