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 | $35,427 | $108,919-67.5% | $100,391-64.7% | $145,922-75.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.75% | 57.88%-43.1pp | 49.20%-34.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,544 | $4,419-42.4% | $3,942-35.5% | $4,660-45.4% |
| Participant deferral / active EE | $6,681 | $8,445-20.9% | $8,082-17.3% | $6,688-0.1% |
| Admin fee / account holder | $62 | $9,689-99.4% | $7,899-99.2% | $13,397-99.5% |