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 | $38,733 | $106,584-63.7% | $101,326-61.8% | $142,382-72.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.12% | 36.93%-9.8pp | 36.82%-9.7pp | 217.08%-190.0pp |
| Employer contribution / active EE | $4,301 | $3,956+8.7% | $3,665+17.4% | $4,299+0.1% |
| Participant deferral / active EE | $7,585 | $8,297-8.6% | $7,994-5.1% | $6,507+16.6% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |