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 | $28,313 | $97,125-70.8% | $86,233-67.2% | $137,256-79.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.97% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,102 | $2,841-61.2% | $2,504-56.0% | $4,156-73.5% |
| Participant deferral / active EE | $1,342 | $5,180-74.1% | $4,559-70.6% | $6,407-79.1% |
| Admin fee / account holder | $270 | $9,725-97.2% | $8,342-96.8% | $12,270-97.8% |