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 6-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 | $37,254 | $148,534-74.9% | $135,903-72.6% | $139,434-73.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.38% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,610 | $5,243-31.1% | $4,856-25.7% | $4,751-24.0% |
| Participant deferral / active EE | $6,002 | $8,100-25.9% | $7,758-22.6% | $6,710-10.6% |
| Admin fee / account holder | $122 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |