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 3-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 | $35,922 | $159,602-77.5% | $150,045-76.1% | $142,382-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.87% | 70.24%-39.4pp | 62.55%-31.7pp | 217.08%-186.2pp |
| Employer contribution / active EE | $7,873 | $4,961+58.7% | $4,693+67.8% | $4,299+83.1% |
| Participant deferral / active EE | $8,765 | $8,310+5.5% | $7,997+9.6% | $6,507+34.7% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |