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 3-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 | $36,426 | $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 | 25.15% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $6,370 | $4,961+28.4% | $4,693+35.7% | $4,299+48.2% |
| Participant deferral / active EE | $7,962 | $8,310-4.2% | $7,997-0.4% | $6,507+22.4% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |