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 | $80,396 | $180,749-55.5% | $160,784-50.0% | $137,256-41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.33% | 2234.46%-2214.1pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,420 | $4,155-41.8% | $3,733-35.2% | $4,156-41.8% |
| Participant deferral / active EE | $11,780 | $6,844+72.1% | $6,293+87.2% | $6,407+83.9% |
| Admin fee / account holder | $133 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |