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 | $34,956 | $154,228-77.3% | $145,433-76.0% | $137,256-74.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.61% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $867 | $4,804-82.0% | $4,554-81.0% | $4,156-79.1% |
| Participant deferral / active EE | $4,697 | $8,216-42.8% | $7,897-40.5% | $6,407-26.7% |
| Admin fee / account holder | $100 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |