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 | $23,391 | $63,764-63.3% | $81,930-71.5% | $79,858-70.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 31.90% | 22.66%+9.2pp | 29.49%+2.4pp | 31.71%+0.2pp |
| Employer contribution / active EE | $2,025 | $1,795+12.8% | $4,310-53.0% | $2,471-18.1% |
| Participant deferral / active EE | $4,843 | $2,780+74.2% | $7,107-31.8% | $3,740+29.5% |
| Admin fee / account holder | $156 | $4,426-96.5% | $5,158-97.0% | $5,306-97.1% |