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 6-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 | $39,143 | $111,535-64.9% | $105,223-62.8% | $137,256-71.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.11% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,434 | $3,939+12.5% | $3,689+20.2% | $4,156+6.7% |
| Participant deferral / active EE | $10,809 | $5,500+96.5% | $5,072+113.1% | $6,407+68.7% |
| Admin fee / account holder | $67 | $9,721-99.3% | $8,859-99.2% | $12,270-99.5% |