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 | $55,945 | $178,174-68.6% | $156,181-64.2% | $137,256-59.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.21% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,616 | $4,972-47.4% | $4,294-39.1% | $4,156-37.1% |
| Participant deferral / active EE | $5,139 | $6,888-25.4% | $6,132-16.2% | $6,407-19.8% |
| Admin fee / account holder | $203 | $17,404-98.8% | $14,586-98.6% | $12,270-98.3% |