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 9-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 | $36,496 | $165,984-78.0% | $164,813-77.9% | $145,922-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,966 | $5,273-24.8% | $4,341-8.6% | $4,660-14.9% |
| Participant deferral / active EE | $8,260 | $6,959+18.7% | $6,031+36.9% | $6,688+23.5% |
| Admin fee / account holder | $14 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |