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 5-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 | $34,674 | $180,749-80.8% | $160,784-78.4% | $137,256-74.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.77% | 2234.46%-2210.7pp | 1803.92%-1780.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,732 | $4,155-34.3% | $3,733-26.8% | $4,156-34.3% |
| Participant deferral / active EE | $6,568 | $6,844-4.0% | $6,293+4.4% | $6,407+2.5% |
| Admin fee / account holder | $197 | $10,397-98.1% | $9,717-98.0% | $12,270-98.4% |