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 | $30,656 | $148,534-79.4% | $135,903-77.4% | $139,434-78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.73% | 79.19%-53.5pp | 68.23%-42.5pp | 372.94%-347.2pp |
| Employer contribution / active EE | $8,336 | $5,243+59.0% | $4,856+71.7% | $4,751+75.5% |
| Participant deferral / active EE | $7,775 | $8,100-4.0% | $7,758+0.2% | $6,710+15.9% |
| Admin fee / account holder | $93 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |