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 | $101,461 | $180,749-43.9% | $160,784-36.9% | $137,256-26.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 20.64% | 2234.46%-2213.8pp | 1803.92%-1783.3pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,328 | $4,155-19.9% | $3,733-10.8% | $4,156-19.9% |
| Participant deferral / active EE | $9,868 | $6,844+44.2% | $6,293+56.8% | $6,407+54.0% |
| Admin fee / account holder | $121 | $10,397-98.8% | $9,717-98.8% | $12,270-99.0% |