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 | $52,783 | $79,944-34.0% | $98,439-46.4% | $75,163-29.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.08% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,317 | $2,264+46.5% | $3,048+8.8% | $2,670+24.3% |
| Participant deferral / active EE | $6,438 | $3,752+71.6% | $4,738+35.9% | $4,125+56.1% |
| Admin fee / account holder | $60 | $6,840-99.1% | $8,948-99.3% | $5,651-98.9% |