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 8-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 | $47,045 | $165,335-71.5% | $149,696-68.6% | $158,922-70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.11% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,158 | $5,103+1.1% | $4,644+11.1% | $4,761+8.3% |
| Participant deferral / active EE | $4,251 | $7,181-40.8% | $6,842-37.9% | $5,982-28.9% |
| Admin fee / account holder | $264 | $10,807-97.6% | $9,309-97.2% | $11,246-97.6% |