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 | $22,661 | $108,919-79.2% | $100,391-77.4% | $145,922-84.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.96% | 57.88%-30.9pp | 49.20%-22.2pp | 561.29%-534.3pp |
| Employer contribution / active EE | $4,410 | $4,419-0.2% | $3,942+11.9% | $4,660-5.4% |
| Participant deferral / active EE | $5,382 | $8,445-36.3% | $8,082-33.4% | $6,688-19.5% |
| Admin fee / account holder | $31 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |