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 3-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 | $19,100 | $99,877-80.9% | $84,966-77.5% | $145,922-86.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.15% | 83.76%-58.6pp | 66.38%-41.2pp | 561.29%-536.1pp |
| Employer contribution / active EE | $3,093 | $3,231-4.3% | $2,727+13.4% | $4,660-33.6% |
| Participant deferral / active EE | $10,178 | $5,291+92.4% | $4,519+125.2% | $6,688+52.2% |
| Admin fee / account holder | $18 | $7,248-99.8% | $6,149-99.7% | $13,397-99.9% |