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 5-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 | $21,824 | $180,749-87.9% | $160,784-86.4% | $137,256-84.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.30% | 2234.46%-2212.2pp | 1803.92%-1781.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,765 | $4,155-33.4% | $3,733-25.9% | $4,156-33.5% |
| Participant deferral / active EE | $4,276 | $6,844-37.5% | $6,293-32.0% | $6,407-33.3% |
| Admin fee / account holder | $144 | $10,397-98.6% | $9,717-98.5% | $12,270-98.8% |