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 | $37,524 | $111,814-66.4% | $103,374-63.7% | $145,959-74.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.89%-11.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,024 | $4,214-28.2% | $3,869-21.9% | $4,661-35.1% |
| Participant deferral / active EE | $5,196 | $5,618-7.5% | $5,058+2.7% | $6,689-22.3% |
| Admin fee / account holder | $233 | $9,754-97.6% | $8,394-97.2% | $13,398-98.3% |