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 | $44,931 | $101,618-55.8% | $93,063-51.7% | $137,256-67.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.12% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $691 | $2,707-74.5% | $2,476-72.1% | $4,156-83.4% |
| Participant deferral / active EE | $4,178 | $4,279-2.4% | $3,958+5.5% | $6,407-34.8% |
| Admin fee / account holder | $107 | $6,198-98.3% | $6,033-98.2% | $12,270-99.1% |