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 | $104,974-57.2% | $95,585-53.0% | $142,382-68.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.12% | 210.33%-192.2pp | 38.56%-20.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $691 | $2,779-75.1% | $2,527-72.6% | $4,299-83.9% |
| Participant deferral / active EE | $4,178 | $4,352-4.0% | $4,023+3.9% | $6,507-35.8% |
| Admin fee / account holder | $107 | $6,386-98.3% | $6,127-98.3% | $12,624-99.2% |