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 | $19,061 | $148,534-87.2% | $135,903-86.0% | $139,434-86.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 90.90% | 79.19%+11.7pp | 68.23%+22.7pp | 372.94%-282.0pp |
| Employer contribution / active EE | $1,768 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $6,750 | $8,100-16.7% | $7,758-13.0% | $6,710+0.6% |
| Admin fee / account holder | $134 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |