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 6-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 | $35,394 | $114,381-69.1% | $107,525-67.1% | $142,382-75.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.18% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,299 | $4,015-17.8% | $3,754-12.1% | $4,299-23.3% |
| Participant deferral / active EE | $7,867 | $5,564+41.4% | $5,116+53.8% | $6,507+20.9% |
| Admin fee / account holder | $234 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |