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 | $21,634 | $106,515-79.7% | $96,683-77.6% | $139,434-84.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.91% | 38.43%-7.5pp | 35.69%-4.8pp | 372.94%-342.0pp |
| Employer contribution / active EE | $2,853 | $4,103-30.5% | $3,737-23.6% | $4,751-39.9% |
| Participant deferral / active EE | $7,342 | $5,454+34.6% | $4,878+50.5% | $6,710+9.4% |
| Admin fee / account holder | $75 | $7,877-99.1% | $6,730-98.9% | $11,403-99.3% |