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 | $27,074 | $172,111-84.3% | $150,298-82.0% | $137,256-80.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.89% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,020 | $4,636-13.3% | $4,154-3.2% | $4,156-3.3% |
| Participant deferral / active EE | $6,484 | $6,166+5.2% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $68 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |