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 8-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 | $21,810 | $100,773-78.4% | $88,946-75.5% | $142,382-84.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.18%-58.2pp | 57.82%-45.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,249 | $2,918-22.9% | $2,555-12.0% | $4,299-47.7% |
| Participant deferral / active EE | $6,273 | $5,230+19.9% | $4,581+36.9% | $6,507-3.6% |
| Admin fee / account holder | $288 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |