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 | $29,818 | $159,602-81.3% | $150,045-80.1% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.24% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,211 | $4,961-15.1% | $4,693-10.3% | $4,299-2.0% |
| Participant deferral / active EE | $9,130 | $8,310+9.9% | $7,997+14.2% | $6,507+40.3% |
| Admin fee / account holder | $129 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |