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 | $35,252 | $106,584-66.9% | $101,326-65.2% | $142,382-75.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.02% | 36.93%-8.9pp | 36.82%-8.8pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,366 | $3,956-65.5% | $3,665-62.7% | $4,299-68.2% |
| Participant deferral / active EE | $9,858 | $8,297+18.8% | $7,994+23.3% | $6,507+51.5% |
| Admin fee / account holder | $226 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |