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 | $68,751 | $132,634-48.2% | $115,768-40.6% | $137,256-49.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.05% | 160.70%-140.6pp | 100.46%-80.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,941 | $3,360-12.5% | $2,9400% | $4,156-29.2% |
| Participant deferral / active EE | $12,839 | $5,619+128.5% | $4,917+161.1% | $6,407+100.4% |
| Admin fee / account holder | $278 | $15,028-98.2% | $12,439-97.8% | $12,270-97.7% |