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 | $42,297 | $165,984-74.5% | $164,813-74.3% | $145,922-71.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.96% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.3pp |
| Employer contribution / active EE | $5,000 | $5,273-5.2% | $4,341+15.2% | $4,660+7.3% |
| Participant deferral / active EE | $6,168 | $6,959-11.4% | $6,031+2.3% | $6,688-7.8% |
| Admin fee / account holder | $290 | $16,648-98.3% | $12,690-97.7% | $13,397-97.8% |