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 10-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 | $34,274 | $226,064-84.8% | $182,532-81.2% | $152,861-77.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.13% | 192.51%-167.4pp | 148.54%-123.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,991 | $4,978-39.9% | $4,076-26.6% | $4,762-37.2% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $16 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |