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 5-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 | $36,441 | $159,602-77.2% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.06% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,835 | $4,961-22.7% | $4,693-18.3% | $4,299-10.8% |
| Participant deferral / active EE | $3,939 | $8,310-52.6% | $7,997-50.7% | $6,507-39.5% |
| Admin fee / account holder | $224 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |