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 | $20,957 | $127,264-83.5% | $109,895-80.9% | $167,490-87.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.39% | 22.97%-2.6pp | 29.45%-9.1pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,939 | $3,322-11.5% | $2,842+3.4% | $4,837-39.2% |
| Participant deferral / active EE | $3,774 | $4,514-16.4% | $4,048-6.8% | $6,341-40.5% |
| Admin fee / account holder | $103 | $7,114-98.6% | $6,066-98.3% | $12,309-99.2% |