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 | $42,392 | $209,411-79.8% | $178,490-76.2% | $158,922-73.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.59% | 188.75%-164.2pp | 151.07%-126.5pp | 302.83%-278.2pp |
| Employer contribution / active EE | $6,126 | $5,706+7.4% | $5,011+22.3% | $4,761+28.7% |
| Participant deferral / active EE | $9,153 | $5,954+53.7% | $5,202+76.0% | $5,982+53.0% |
| Admin fee / account holder | $124 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |