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 | $54,040 | $108,919-50.4% | $100,391-46.2% | $145,922-63.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.46% | 57.88%-38.4pp | 49.20%-29.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,636 | $4,419+4.9% | $3,942+17.6% | $4,660-0.5% |
| Participant deferral / active EE | $11,063 | $8,445+31.0% | $8,082+36.9% | $6,688+65.4% |
| Admin fee / account holder | $68 | $9,689-99.3% | $7,899-99.1% | $13,397-99.5% |