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 | $52,308 | $104,974-50.2% | $95,585-45.3% | $142,382-63.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.78% | 210.33%-189.6pp | 38.56%-17.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,544 | $2,779+27.5% | $2,527+40.3% | $4,299-17.6% |
| Participant deferral / active EE | $6,950 | $4,352+59.7% | $4,023+72.8% | $6,507+6.8% |
| Admin fee / account holder | $104 | $6,386-98.4% | $6,127-98.3% | $12,624-99.2% |