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 | $21,771 | $106,515-79.6% | $96,683-77.5% | $139,434-84.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.86% | 38.43%-26.6pp | 35.69%-23.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,500 | $4,103-14.7% | $3,737-6.3% | $4,751-26.3% |
| Participant deferral / active EE | $3,154 | $5,454-42.2% | $4,878-35.3% | $6,710-53.0% |
| Admin fee / account holder | $45 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |