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 | $34,657 | $111,535-68.9% | $105,223-67.1% | $137,256-74.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.14% | 237.85%-212.7pp | 180.65%-155.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,261 | $3,939-42.6% | $3,689-38.7% | $4,156-45.6% |
| Participant deferral / active EE | $5,943 | $5,500+8.1% | $5,072+17.2% | $6,407-7.2% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |