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 | $35,246 | $172,111-79.5% | $150,298-76.5% | $137,256-74.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 80.41% | 69.37%+11.0pp | 62.79%+17.6pp | 220.34%-139.9pp |
| Employer contribution / active EE | $6,136 | $4,636+32.4% | $4,154+47.7% | $4,156+47.7% |
| Participant deferral / active EE | $3,225 | $6,166-47.7% | $5,453-40.9% | $6,407-49.7% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |