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 8-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 | $19,788 | $107,934-81.7% | $91,989-78.5% | $152,861-87.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 31.38% | 89.24%-57.9pp | 69.02%-37.6pp | 345.32%-313.9pp |
| Employer contribution / active EE | $3,916 | $4,210-7.0% | $3,452+13.4% | $4,762-17.8% |
| Participant deferral / active EE | $5,522 | $6,364-13.2% | $5,923-6.8% | $5,850-5.6% |
| Admin fee / account holder | $207 | $10,520-98.0% | $7,743-97.3% | $11,596-98.2% |