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 | $37,990 | $148,534-74.4% | $135,903-72.0% | $139,434-72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.15% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $4,989 | $5,243-4.8% | $4,856+2.7% | $4,751+5.0% |
| Participant deferral / active EE | $7,549 | $8,100-6.8% | $7,758-2.7% | $6,710+12.5% |
| Admin fee / account holder | $182 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |