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 | $52,433 | $228,332-77.0% | $185,823-71.8% | $158,922-67.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.97% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $21,917 | $4,967+341.3% | $4,087+436.2% | $4,761+360.3% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $117 | $11,864-99.0% | $9,500-98.8% | $11,246-99.0% |