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 6-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 | $32,393 | $183,519-82.3% | $155,509-79.2% | $145,922-77.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.46% | 61.17%-43.7pp | 64.67%-47.2pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,785 | $5,313+8.9% | $4,672+23.8% | $4,660+24.2% |
| Participant deferral / active EE | $4,125 | $6,462-36.2% | $5,626-26.7% | $6,688-38.3% |
| Admin fee / account holder | $264 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |