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 3-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 | $28,058 | $185,822-84.9% | $169,993-83.5% | $139,434-79.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.49% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,243 | $7,590-44.1% | $6,785-37.5% | $4,751-10.7% |
| Participant deferral / active EE | $6,258 | $11,622-46.2% | $10,408-39.9% | $6,710-6.7% |
| Admin fee / account holder | $115 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |