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 | $32,312 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.15% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $4,627 | $5,243-11.8% | $4,856-4.7% | $4,751-2.6% |
| Participant deferral / active EE | $8,694 | $8,100+7.3% | $7,758+12.1% | $6,710+29.6% |
| Admin fee / account holder | $235 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |