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 | $100,970-61.6% | $96,576-59.9% | $137,256-71.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.12% | 38.16%-11.0pp | 38.47%-11.4pp | 220.34%-193.2pp |
| Employer contribution / active EE | $4,301 | $3,809+12.9% | $3,553+21.1% | $4,156+3.5% |
| Participant deferral / active EE | $7,585 | $8,286-8.5% | $7,956-4.7% | $6,407+18.4% |
| Admin fee / account holder | $73 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |