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 | $32,964 | $112,729-70.8% | $98,716-66.6% | $137,256-76.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.10% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,584 | $2,725-41.9% | $2,279-30.5% | $4,156-61.9% |
| Participant deferral / active EE | $2,668 | $4,640-42.5% | $4,048-34.1% | $6,407-58.4% |
| Admin fee / account holder | $209 | $10,129-97.9% | $8,703-97.6% | $12,270-98.3% |