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 | $23,481 | $111,301-78.9% | $112,977-79.2% | $158,922-85.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 28.37% | 26.40%+2.0pp | 24.24%+4.1pp | 302.83%-274.5pp |
| Employer contribution / active EE | $3,479 | $4,471-22.2% | $4,255-18.2% | $4,761-26.9% |
| Participant deferral / active EE | $9,079 | $5,880+54.4% | $5,836+55.6% | $5,982+51.8% |
| Admin fee / account holder | $152 | $8,392-98.2% | $6,294-97.6% | $11,246-98.7% |