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 | $49,742 | $111,535-55.4% | $105,223-52.7% | $137,256-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.77% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,290 | $3,939+8.9% | $3,689+16.3% | $4,156+3.2% |
| Participant deferral / active EE | $10,600 | $5,500+92.7% | $5,072+109.0% | $6,407+65.4% |
| Admin fee / account holder | $46 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |