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 | $28,082 | $80,717-65.2% | $154,803-81.9% | $84,808-66.9% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 20.07% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,281 | $2,761-17.4% | $4,305-47.0% | $2,631-13.3% |
| Participant deferral / active EE | $5,942 | $3,303+79.9% | $5,540+7.2% | $4,212+41.1% |
| Admin fee / account holder | $38 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |