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 | $29,383 | $148,534-80.2% | $135,903-78.4% | $139,434-78.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.88% | 79.19%-52.3pp | 68.23%-41.3pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,814 | $5,243-8.2% | $4,856-0.9% | $4,751+1.3% |
| Participant deferral / active EE | $7,220 | $8,100-10.9% | $7,758-6.9% | $6,710+7.6% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |