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 | $36,451 | $106,515-65.8% | $96,683-62.3% | $139,434-73.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.03% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,603 | $4,103-36.5% | $3,737-30.3% | $4,751-45.2% |
| Participant deferral / active EE | $4,179 | $5,454-23.4% | $4,878-14.3% | $6,710-37.7% |
| Admin fee / account holder | $228 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |