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 | $23,664 | $121,625-80.5% | $104,607-77.4% | $158,922-85.1% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 48.80% | 465.26%-416.5pp | 340.46%-291.7pp | 302.83%-254.0pp |
| Employer contribution / active EE | $6,000 | $3,163+89.7% | $2,681+123.8% | $4,761+26.0% |
| Participant deferral / active EE | $4,184 | $4,177+0.2% | $3,740+11.9% | $5,982-30.1% |
| Admin fee / account holder | $207 | $7,787-97.3% | $6,473-96.8% | $11,246-98.2% |