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 | $27,603 | $165,335-83.3% | $149,696-81.6% | $158,922-82.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.74% | 348.15%-314.4pp | 276.60%-242.9pp | 302.83%-269.1pp |
| Employer contribution / active EE | $5,570 | $5,103+9.2% | $4,644+19.9% | $4,761+17.0% |
| Participant deferral / active EE | $7,925 | $7,181+10.4% | $6,842+15.8% | $5,982+32.5% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |