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 | $18,600 | $148,534-87.5% | $135,903-86.3% | $139,434-86.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.66% | 79.19%-44.5pp | 68.23%-33.6pp | 372.94%-338.3pp |
| Employer contribution / active EE | $3,724 | $5,243-29.0% | $4,856-23.3% | $4,751-21.6% |
| Participant deferral / active EE | $6,741 | $8,100-16.8% | $7,758-13.1% | $6,710+0.5% |
| Admin fee / account holder | $52 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |