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 | $29,344 | $106,584-72.5% | $101,326-71.0% | $142,382-79.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.39% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,386 | $3,956+10.9% | $3,665+19.7% | $4,299+2.0% |
| Participant deferral / active EE | $6,595 | $8,297-20.5% | $7,994-17.5% | $6,507+1.3% |
| Admin fee / account holder | $50 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |