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 | $57,479 | $185,822-69.1% | $169,993-66.2% | $139,434-58.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.00% | 60.50%-33.5pp | 53.37%-26.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $6,304 | $7,590-16.9% | $6,785-7.1% | $4,751+32.7% |
| Participant deferral / active EE | $9,650 | $11,622-17.0% | $10,408-7.3% | $6,710+43.8% |
| Admin fee / account holder | $249 | $15,381-98.4% | $12,815-98.1% | $11,403-97.8% |