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 | $37,610 | $89,355-57.9% | $141,162-73.4% | $72,985-48.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.32% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,058 | $3,114+30.3% | $4,735-14.3% | $2,440+66.3% |
| Participant deferral / active EE | $7,484 | $5,418+38.1% | $6,709+11.6% | $3,607+107.5% |
| Admin fee / account holder | $137 | $5,958-97.7% | $10,261-98.7% | $5,124-97.3% |