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 | $67,379 | $100,773-33.1% | $88,946-24.2% | $142,382-52.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.91% | 70.18%-54.3pp | 57.82%-41.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,474 | $2,918-49.5% | $2,555-42.3% | $4,299-65.7% |
| Participant deferral / active EE | $5,735 | $5,230+9.6% | $4,581+25.2% | $6,507-11.9% |
| Admin fee / account holder | $89 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |