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 | $25,957 | $108,919-76.2% | $100,391-74.1% | $145,922-82.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.92% | 57.88%-38.0pp | 49.20%-29.3pp | 561.29%-541.4pp |
| Employer contribution / active EE | $3,001 | $4,419-32.1% | $3,942-23.9% | $4,660-35.6% |
| Participant deferral / active EE | $8,750 | $8,445+3.6% | $8,082+8.3% | $6,688+30.8% |
| Admin fee / account holder | $105 | $9,689-98.9% | $7,899-98.7% | $13,397-99.2% |