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 | $37,643 | $101,618-63.0% | $93,063-59.6% | $137,256-72.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 30.31% | 223.95%-193.6pp | 34.15%-3.8pp | 220.34%-190.0pp |
| Employer contribution / active EE | $2,535 | $2,707-6.4% | $2,476+2.4% | $4,156-39.0% |
| Participant deferral / active EE | $7,482 | $4,279+74.8% | $3,958+89.0% | $6,407+16.8% |
| Admin fee / account holder | $72 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |