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 | $35,974 | $148,534-75.8% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,760 | $5,243-47.4% | $4,856-43.2% | $4,751-41.9% |
| Participant deferral / active EE | $3,553 | $8,100-56.1% | $7,758-54.2% | $6,710-47.1% |
| Admin fee / account holder | $146 | $12,400-98.8% | $10,762-98.6% | $11,403-98.7% |