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 | $35,917 | $148,534-75.8% | $135,903-73.6% | $139,434-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.31% | 79.19%-49.9pp | 68.23%-38.9pp | 372.94%-343.6pp |
| Employer contribution / active EE | $5,464 | $5,243+4.2% | $4,856+12.5% | $4,751+15.0% |
| Participant deferral / active EE | $12,265 | $8,100+51.4% | $7,758+58.1% | $6,710+82.8% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |