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 | $35,316 | $172,111-79.5% | $150,298-76.5% | $137,256-74.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.24% | 69.37%-42.1pp | 62.79%-35.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $3,314 | $4,636-28.5% | $4,154-20.2% | $4,156-20.3% |
| Participant deferral / active EE | $7,625 | $6,166+23.7% | $5,453+39.8% | $6,407+19.0% |
| Admin fee / account holder | -$82 | $16,471-100.5% | $14,116-100.6% | $12,270-100.7% |