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 | $48,250 | $99,921-51.7% | $85,009-43.2% | $145,959-66.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 83.89%-69.5pp | 66.47%-52.1pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,261 | $3,233+0.9% | $2,728+19.5% | $4,661-30.0% |
| Participant deferral / active EE | $9,252 | $5,293+74.8% | $4,522+104.6% | $6,689+38.3% |
| Admin fee / account holder | $275 | $7,252-96.2% | $6,153-95.5% | $13,398-97.9% |