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 3-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 | $34,760 | $108,919-68.1% | $100,391-65.4% | $145,922-76.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.67% | 57.88%-43.2pp | 49.20%-34.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,154 | $4,419-28.6% | $3,942-20.0% | $4,660-32.3% |
| Participant deferral / active EE | $7,907 | $8,445-6.4% | $8,082-2.2% | $6,688+18.2% |
| Admin fee / account holder | $60 | $9,689-99.4% | $7,899-99.2% | $13,397-99.6% |