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 | $55,147 | $108,919-49.4% | $100,391-45.1% | $145,922-62.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 57.88%-44.3pp | 49.20%-35.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,923 | $4,419-11.2% | $3,942-0.5% | $4,660-15.8% |
| Participant deferral / active EE | $22,811 | $8,445+170.1% | $8,082+182.3% | $6,688+241.1% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |