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 | $48,493 | $106,515-54.5% | $96,683-49.8% | $139,434-65.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.69% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,426 | $4,103+7.9% | $3,737+18.4% | $4,751-6.8% |
| Participant deferral / active EE | $6,642 | $5,454+21.8% | $4,878+36.2% | $6,710-1.0% |
| Admin fee / account holder | $251 | $7,877-96.8% | $6,730-96.3% | $11,403-97.8% |