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 | $29,564 | $165,984-82.2% | $164,813-82.1% | $145,922-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.83% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,949 | $5,273-25.1% | $4,341-9.0% | $4,660-15.3% |
| Participant deferral / active EE | $8,143 | $6,959+17.0% | $6,031+35.0% | $6,688+21.8% |
| Admin fee / account holder | $38 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |