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 9-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 | $30,747 | $157,256-80.4% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.65% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $5,034 | $5,261-4.3% | $4,735+6.3% | $4,762+5.7% |
| Participant deferral / active EE | $5,209 | $7,109-26.7% | $6,709-22.4% | $5,850-11.0% |
| Admin fee / account holder | $71 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |