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 | $40,040 | $71,829-44.3% | $69,780-42.6% | $142,382-71.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 23.99% | 31.01%-7.0pp | 26.31%-2.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $5,481 | $4,385+25.0% | $4,168+31.5% | $4,299+27.5% |
| Participant deferral / active EE | $5,481 | $6,819-19.6% | $6,164-11.1% | $6,507-15.8% |
| Admin fee / account holder | $46 | $7,818-99.4% | $7,285-99.4% | $12,624-99.6% |