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 6-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 | $37,077 | $108,919-66.0% | $100,391-63.1% | $145,922-74.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 32.48% | 57.88%-25.4pp | 49.20%-16.7pp | 561.29%-528.8pp |
| Employer contribution / active EE | $3,056 | $4,419-30.9% | $3,942-22.5% | $4,660-34.4% |
| Participant deferral / active EE | $5,619 | $8,445-33.5% | $8,082-30.5% | $6,688-16.0% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |