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 | $22,652 | $77,419-70.7% | $69,455-67.4% | $152,861-85.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 74.6%+3.2pp | 82.4%-4.7pp |
| Annual return | 21.81% | 39.06%-17.3pp | 28.97%-7.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $8,162 | $3,315+146.2% | $2,779+193.7% | $4,762+71.4% |
| Participant deferral / active EE | $4,596 | $4,414+4.1% | $3,535+30.0% | $5,850-21.4% |
| Admin fee / account holder | $191 | $6,207-96.9% | $3,839-95.0% | $11,596-98.4% |