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 | $41,420 | $108,919-62.0% | $100,391-58.7% | $145,922-71.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 57.88%-38.4pp | 49.20%-29.7pp | 561.29%-541.8pp |
| Employer contribution / active EE | $4,034 | $4,419-8.7% | $3,942+2.3% | $4,660-13.4% |
| Participant deferral / active EE | $15,825 | $8,445+87.4% | $8,082+95.8% | $6,688+136.6% |
| Admin fee / account holder | $74 | $9,689-99.2% | $7,899-99.1% | $13,397-99.5% |