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 | $46,296 | $177,572-73.9% | $154,803-70.1% | $142,382-67.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.75% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,551 | $4,810-67.8% | $4,305-64.0% | $4,299-63.9% |
| Participant deferral / active EE | $5,447 | $6,272-13.1% | $5,540-1.7% | $6,507-16.3% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |