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 | $31,347 | $210,648-85.1% | $177,989-82.4% | $145,922-78.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.77% | 385.86%-369.1pp | 294.48%-277.7pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,855 | $4,565-37.5% | $3,949-27.7% | $4,660-38.7% |
| Participant deferral / active EE | $8,706 | $6,958+25.1% | $6,276+38.7% | $6,688+30.2% |
| Admin fee / account holder | $299 | $12,013-97.5% | $10,363-97.1% | $13,397-97.8% |