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 | $34,850 | $172,111-79.8% | $150,298-76.8% | $137,256-74.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.53% | 69.37%-46.8pp | 62.79%-40.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,742 | $4,636-62.4% | $4,154-58.1% | $4,156-58.1% |
| Participant deferral / active EE | $5,373 | $6,166-12.9% | $5,453-1.5% | $6,407-16.1% |
| Admin fee / account holder | $191 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |