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 | $13,891 | $102,245-86.4% | $89,340-84.5% | $137,256-89.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.55% | 21.89%-0.3pp | 20.57%+1.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,894 | $2,529-25.1% | $2,231-15.1% | $4,156-54.4% |
| Participant deferral / active EE | $3,082 | $4,436-30.5% | $3,823-19.4% | $6,407-51.9% |
| Admin fee / account holder | $142 | $8,085-98.2% | $6,704-97.9% | $12,270-98.8% |