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 | $28,679 | $148,534-80.7% | $135,903-78.9% | $139,434-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.71% | 79.19%-55.5pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $4,476 | $5,243-14.6% | $4,856-7.8% | $4,751-5.8% |
| Participant deferral / active EE | $9,789 | $8,100+20.8% | $7,758+26.2% | $6,710+45.9% |
| Admin fee / account holder | $66 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |