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 | $39,560 | $165,984-76.2% | $164,813-76.0% | $145,922-72.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.92% | 100.03%-81.1pp | 69.93%-51.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $6,431 | $5,273+22.0% | $4,341+48.2% | $4,660+38.0% |
| Participant deferral / active EE | $6,947 | $6,959-0.2% | $6,031+15.2% | $6,688+3.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |