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 | $38,004 | $92,798-59.0% | $96,707-60.7% | $137,256-72.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 18.38% | 31.24%-12.9pp | 34.78%-16.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,537 | $4,147+57.6% | $4,191+56.0% | $4,156+57.3% |
| Participant deferral / active EE | $7,800 | $5,877+32.7% | $5,997+30.1% | $6,407+21.7% |
| Admin fee / account holder | $239 | $7,946-97.0% | $7,503-96.8% | $12,270-98.1% |