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 | $38,831 | $201,272-80.7% | $184,203-78.9% | $145,922-73.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 29.00%-14.9pp | 28.81%-14.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $7,848 | $7,022+11.8% | $6,427+22.1% | $4,660+68.4% |
| Participant deferral / active EE | $9,700 | $9,806-1.1% | $9,131+6.2% | $6,688+45.0% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |