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 | $35,485 | $148,534-76.1% | $135,903-73.9% | $139,434-74.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.42% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,858 | $5,243-45.5% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $6,534 | $8,100-19.3% | $7,758-15.8% | $6,710-2.6% |
| Admin fee / account holder | $112 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |