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 4-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 | $32,095 | $105,126-69.5% | $94,646-66.1% | $139,434-77.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 33.49% | 38.03%-4.5pp | 156.71%-123.2pp | 372.94%-339.4pp |
| Employer contribution / active EE | $4,143 | $4,106+0.9% | $3,672+12.8% | $4,751-12.8% |
| Participant deferral / active EE | $9,206 | $7,599+21.1% | $7,418+24.1% | $6,710+37.2% |
| Admin fee / account holder | $35 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |