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 | $38,899 | $165,984-76.6% | $164,813-76.4% | $145,922-73.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.53% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,057 | $5,273-42.0% | $4,341-29.6% | $4,660-34.4% |
| Participant deferral / active EE | $4,182 | $6,959-39.9% | $6,031-30.7% | $6,688-37.5% |
| Admin fee / account holder | $58 | $16,648-99.7% | $12,690-99.5% | $13,397-99.6% |