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 4-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 | $85,659 | $108,919-21.4% | $100,391-14.7% | $145,922-41.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 57.88%-38.3pp | 49.20%-29.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $6,942 | $4,419+57.1% | $3,942+76.1% | $4,660+49.0% |
| Participant deferral / active EE | $12,815 | $8,445+51.7% | $8,082+58.6% | $6,688+91.6% |
| Admin fee / account holder | $109 | $9,689-98.9% | $7,899-98.6% | $13,397-99.2% |