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 | $39,774 | $99,921-60.2% | $85,009-53.2% | $145,959-72.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.38% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,432 | $3,233-55.7% | $2,728-47.5% | $4,661-69.3% |
| Participant deferral / active EE | $8,868 | $5,293+67.5% | $4,522+96.1% | $6,689+32.6% |
| Admin fee / account holder | $274 | $7,252-96.2% | $6,153-95.6% | $13,398-98.0% |