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 | $88,602 | $201,272-56.0% | $184,203-51.9% | $145,922-39.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.02% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,106 | $7,022-55.8% | $6,427-51.7% | $4,660-33.4% |
| Participant deferral / active EE | $11,992 | $9,806+22.3% | $9,131+31.3% | $6,688+79.3% |
| Admin fee / account holder | $37 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |