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 | $37,160 | $165,984-77.6% | $164,813-77.5% | $145,922-74.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 100.03%-90.4pp | 69.93%-60.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $4,687 | $5,273-11.1% | $4,341+8.0% | $4,660+0.6% |
| Participant deferral / active EE | $2,568 | $6,959-63.1% | $6,031-57.4% | $6,688-61.6% |
| Admin fee / account holder | $279 | $16,648-98.3% | $12,690-97.8% | $13,397-97.9% |