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 | $27,009 | $148,534-81.8% | $135,903-80.1% | $139,434-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.34% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,746 | $5,243-47.6% | $4,856-43.4% | $4,751-42.2% |
| Participant deferral / active EE | $9,806 | $8,100+21.1% | $7,758+26.4% | $6,710+46.1% |
| Admin fee / account holder | $105 | $12,400-99.2% | $10,762-99.0% | $11,403-99.1% |