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 | $34,750 | $148,534-76.6% | $135,903-74.4% | $139,434-75.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.39% | 79.19%-48.8pp | 68.23%-37.8pp | 372.94%-342.6pp |
| Employer contribution / active EE | $3,652 | $5,243-30.4% | $4,856-24.8% | $4,751-23.1% |
| Participant deferral / active EE | $22,500 | $8,100+177.8% | $7,758+190.0% | $6,710+235.3% |
| Admin fee / account holder | $126 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |