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 | $22,045 | $202,432-89.1% | $169,368-87.0% | $139,434-84.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.45% | 531.74%-510.3pp | 405.60%-384.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,198 | $4,692-53.2% | $4,013-45.2% | $4,751-53.7% |
| Participant deferral / active EE | $6,675 | $6,938-3.8% | $6,221+7.3% | $6,710-0.5% |
| Admin fee / account holder | $38 | $10,708-99.6% | $9,003-99.6% | $11,403-99.7% |