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 | $27,637 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.34% | 79.19%-47.9pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $3,621 | $5,243-30.9% | $4,856-25.4% | $4,751-23.8% |
| Participant deferral / active EE | $8,282 | $8,100+2.2% | $7,758+6.8% | $6,710+23.4% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |