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 | $38,029 | $111,754-66.0% | $103,333-63.2% | $145,922-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.39% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,926 | $4,212-6.8% | $3,868+1.5% | $4,660-15.7% |
| Participant deferral / active EE | $6,972 | $5,619+24.1% | $5,057+37.9% | $6,688+4.3% |
| Admin fee / account holder | $248 | $9,750-97.5% | $8,355-97.0% | $13,397-98.1% |