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 | $26,653 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.04% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $5,527 | $5,243+5.4% | $4,856+13.8% | $4,751+16.3% |
| Participant deferral / active EE | $7,348 | $8,100-9.3% | $7,758-5.3% | $6,710+9.5% |
| Admin fee / account holder | $25 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |