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 | $30,908 | $85,022-63.6% | $70,515-56.2% | $139,434-77.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 27.38% | 30.38%-3.0pp | 32.77%-5.4pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,832 | $3,909-27.6% | $2,973-4.8% | $4,751-40.4% |
| Participant deferral / active EE | $8,694 | $5,890+47.6% | $4,567+90.4% | $6,710+29.6% |
| Admin fee / account holder | $203 | $8,906-97.7% | $6,412-96.8% | $11,403-98.2% |