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 | $44,794 | $111,535-59.8% | $105,223-57.4% | $137,256-67.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.55% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,080 | $3,939-47.2% | $3,689-43.6% | $4,156-50.0% |
| Participant deferral / active EE | $3,640 | $5,500-33.8% | $5,072-28.2% | $6,407-43.2% |
| Admin fee / account holder | $187 | $9,721-98.1% | $8,859-97.9% | $12,270-98.5% |