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 8-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 | $44,808 | $179,726-75.1% | $156,263-71.3% | $142,382-68.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.92% | 77.86%-56.9pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,687 | $5,069-47.0% | $4,333-38.0% | $4,299-37.5% |
| Participant deferral / active EE | $6,125 | $6,956-11.9% | $6,158-0.5% | $6,507-5.9% |
| Admin fee / account holder | $18 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |