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 | $51,883 | $180,749-71.3% | $160,784-67.7% | $137,256-62.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.25% | 2234.46%-2215.2pp | 1803.92%-1784.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,435 | $4,155-41.4% | $3,733-34.8% | $4,156-41.4% |
| Participant deferral / active EE | $6,503 | $6,844-5.0% | $6,293+3.3% | $6,407+1.5% |
| Admin fee / account holder | $120 | $10,397-98.8% | $9,717-98.8% | $12,270-99.0% |