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 | $24,534 | $102,616-76.1% | $81,983-70.1% | $158,922-84.6% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.2%+20.8pp | 82.0%+8.0pp |
| Annual return | 19.14% | 61.04%-41.9pp | 41.31%-22.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $8,796 | $3,240+171.5% | $2,498+252.1% | $4,761+84.7% |
| Participant deferral / active EE | $4,584 | $4,648-1.4% | $3,722+23.2% | $5,982-23.4% |
| Admin fee / account holder | $139 | $8,235-98.3% | $5,664-97.5% | $11,246-98.8% |