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 3-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 | $59,642 | $108,912-45.2% | $100,383-40.6% | $145,959-59.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.88% | 57.96%-40.1pp | 49.26%-31.4pp | 561.95%-544.1pp |
| Employer contribution / active EE | $7,781 | $4,423+75.9% | $3,944+97.3% | $4,661+66.9% |
| Participant deferral / active EE | $8,969 | $8,451+6.1% | $8,086+10.9% | $6,689+34.1% |
| Admin fee / account holder | $78 | $9,690-99.2% | $7,900-99.0% | $13,398-99.4% |