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 3-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 | $30,151 | $148,534-79.7% | $135,903-77.8% | $139,434-78.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.13% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $9,384 | $5,243+79.0% | $4,856+93.2% | $4,751+97.5% |
| Participant deferral / active EE | $12,494 | $8,100+54.2% | $7,758+61.1% | $6,710+86.2% |
| Admin fee / account holder | $209 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |