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 8-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 | $56,191 | $177,572-68.4% | $154,803-63.7% | $142,382-60.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.18% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,400 | $4,810-8.5% | $4,305+2.2% | $4,299+2.3% |
| Participant deferral / active EE | $4,400 | $6,272-29.8% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $57 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |