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 3-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 | $29,817 | $159,901-81.4% | $146,958-79.7% | $145,922-79.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.32% | 98.13%-87.8pp | 418.34%-408.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $4,575 | $5,286-13.4% | $4,933-7.2% | $4,660-1.8% |
| Participant deferral / active EE | $10,684 | $8,428+26.8% | $8,070+32.4% | $6,688+59.8% |
| Admin fee / account holder | $196 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |