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 | $29,660 | $80,717-63.3% | $154,803-80.8% | $84,808-65.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.98% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,090 | $2,761+48.1% | $4,305-5.0% | $2,631+55.5% |
| Participant deferral / active EE | $2,475 | $3,303-25.1% | $5,540-55.3% | $4,212-41.2% |
| Admin fee / account holder | $209 | $6,746-96.9% | $14,329-98.5% | $7,344-97.2% |