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 | $39,074 | $99,877-60.9% | $84,966-54.0% | $145,922-73.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.16% | 83.76%-64.6pp | 66.38%-47.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,248 | $3,231+0.5% | $2,727+19.1% | $4,660-30.3% |
| Participant deferral / active EE | $14,174 | $5,291+167.9% | $4,519+213.6% | $6,688+111.9% |
| Admin fee / account holder | $222 | $7,248-96.9% | $6,149-96.4% | $13,397-98.3% |