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 | $33,093 | $148,534-77.7% | $135,903-75.6% | $139,434-76.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.73% | 79.19%-54.5pp | 68.23%-43.5pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,139 | $5,243-2.0% | $4,856+5.8% | $4,751+8.2% |
| Participant deferral / active EE | $6,690 | $8,100-17.4% | $7,758-13.8% | $6,710-0.3% |
| Admin fee / account holder | $38 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |