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 7-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 | $34,638 | $133,958-74.1% | $112,228-69.1% | $134,475-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 12.90% | 47.11%-34.2pp | 27.45%-14.6pp | 417.96%-405.1pp |
| Employer contribution / active EE | $3,302 | $4,038-18.2% | $3,635-9.2% | $4,740-30.3% |
| Participant deferral / active EE | $3,644 | $5,291-31.1% | $4,728-22.9% | $6,400-43.1% |
| Admin fee / account holder | $178 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |