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 | $22,714 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.53% | 79.19%-48.7pp | 68.23%-37.7pp | 372.94%-342.4pp |
| Employer contribution / active EE | $5,570 | $5,243+6.2% | $4,856+14.7% | $4,751+17.2% |
| Participant deferral / active EE | $8,588 | $8,100+6.0% | $7,758+10.7% | $6,710+28.0% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |