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 | $32,761 | $108,919-69.9% | $100,391-67.4% | $145,922-77.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 57.88%-39.9pp | 49.20%-31.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $4,066 | $4,419-8.0% | $3,942+3.2% | $4,660-12.7% |
| Participant deferral / active EE | $13,840 | $8,445+63.9% | $8,082+71.3% | $6,688+107.0% |
| Admin fee / account holder | $51 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |