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 | $133,922-48.7% | $116,228-40.8% | $142,382-51.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.05% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,941 | $3,446-14.7% | $2,994-1.8% | $4,299-31.6% |
| Participant deferral / active EE | $12,839 | $5,672+126.3% | $4,953+159.2% | $6,507+97.3% |
| Admin fee / account holder | $278 | $14,945-98.1% | $11,989-97.7% | $12,624-97.8% |