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 | $35,546 | $154,228-77.0% | $145,433-75.6% | $137,256-74.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.21% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,865 | $4,804-19.5% | $4,554-15.1% | $4,156-7.0% |
| Participant deferral / active EE | $7,463 | $8,216-9.2% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $168 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |