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 6-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 | $33,118 | $177,572-81.3% | $154,803-78.6% | $142,382-76.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.00% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,769 | $4,810-63.2% | $4,305-58.9% | $4,299-58.9% |
| Participant deferral / active EE | $6,256 | $6,272-0.2% | $5,540+12.9% | $6,507-3.9% |
| Admin fee / account holder | $292 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |