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 | $29,492 | $101,618-71.0% | $93,063-68.3% | $137,256-78.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 24.07% | 223.95%-199.9pp | 34.15%-10.1pp | 220.34%-196.3pp |
| Employer contribution / active EE | $6,901 | $2,707+154.9% | $2,476+178.7% | $4,156+66.0% |
| Participant deferral / active EE | $3,451 | $4,279-19.4% | $3,958-12.8% | $6,407-46.1% |
| Admin fee / account holder | $56 | $6,198-99.1% | $6,033-99.1% | $12,270-99.5% |