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 | $30,436 | $154,228-80.3% | $145,433-79.1% | $137,256-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,093 | $4,804-56.4% | $4,554-54.1% | $4,156-49.7% |
| Participant deferral / active EE | $6,072 | $8,216-26.1% | $7,897-23.1% | $6,407-5.2% |
| Admin fee / account holder | $61 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |