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 8-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 | $27,259 | $148,534-81.6% | $135,903-79.9% | $139,434-80.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,961 | $5,243-5.4% | $4,856+2.2% | $4,751+4.4% |
| Participant deferral / active EE | $6,201 | $8,100-23.4% | $7,758-20.1% | $6,710-7.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |