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 | $32,808 | $117,983-72.2% | $101,794-67.8% | $142,382-77.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.02% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,919 | $2,773+5.3% | $2,289+27.5% | $4,299-32.1% |
| Participant deferral / active EE | $6,516 | $4,714+38.2% | $4,084+59.6% | $6,507+0.1% |
| Admin fee / account holder | $35 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |