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 | $37,597 | $100,970-62.8% | $96,576-61.1% | $137,256-72.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.12% | 38.16%-17.0pp | 38.47%-17.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,182 | $3,809-16.5% | $3,553-10.4% | $4,156-23.4% |
| Participant deferral / active EE | $7,020 | $8,286-15.3% | $7,956-11.8% | $6,407+9.6% |
| Admin fee / account holder | $36 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |