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 | $7,333 | $92,798-92.1% | $96,707-92.4% | $137,256-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 116.64% | 31.24%+85.4pp | 34.78%+81.9pp | 220.34%-103.7pp |
| Employer contribution / active EE | $3,087 | $4,147-25.6% | $4,191-26.3% | $4,156-25.7% |
| Participant deferral / active EE | $3,087 | $5,877-47.5% | $5,997-48.5% | $6,407-51.8% |
| Admin fee / account holder | $12 | $7,946-99.8% | $7,503-99.8% | $12,270-99.9% |