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 6-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 | $8,211 | $110,261-92.6% | $95,745-91.4% | $139,434-94.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.80% | 27.11%-0.3pp | 28.35%-1.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $3,680 | $3,257+13.0% | $2,835+29.8% | $4,751-22.5% |
| Participant deferral / active EE | $3,389 | $4,676-27.5% | $4,245-20.2% | $6,710-49.5% |
| Admin fee / account holder | $47 | $6,613-99.3% | $5,678-99.2% | $11,403-99.6% |