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 5-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 | $42,193 | $68,097-38.0% | $62,929-33.0% | $137,256-69.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.06% | 1859.11%-1839.1pp | 1063.93%-1043.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,121 | $2,811+46.6% | $2,505+64.5% | $4,156-0.8% |
| Participant deferral / active EE | $2,625 | $4,553-42.4% | $3,888-32.5% | $6,407-59.0% |
| Admin fee / account holder | $44 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |