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 | $104,974-64.1% | $95,585-60.6% | $142,382-73.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 30.31% | 210.33%-180.0pp | 38.56%-8.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,535 | $2,779-8.8% | $2,527+0.3% | $4,299-41.0% |
| Participant deferral / active EE | $7,482 | $4,352+71.9% | $4,023+86.0% | $6,507+15.0% |
| Admin fee / account holder | $72 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |