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 | $34,058 | $99,877-65.9% | $84,966-59.9% | $145,922-76.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,415 | $3,231+5.7% | $2,727+25.2% | $4,660-26.7% |
| Participant deferral / active EE | $4,886 | $5,291-7.6% | $4,519+8.1% | $6,688-26.9% |
| Admin fee / account holder | $46 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |