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 | $18,987 | $154,228-87.7% | $145,433-86.9% | $137,256-86.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.47% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,954 | $4,804-38.5% | $4,554-35.2% | $4,156-28.9% |
| Participant deferral / active EE | $4,214 | $8,216-48.7% | $7,897-46.6% | $6,407-34.2% |
| Admin fee / account holder | $53 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |