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 | $43,208 | $111,535-61.3% | $105,223-58.9% | $137,256-68.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.91% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,574 | $3,939+16.1% | $3,689+24.0% | $4,156+10.1% |
| Participant deferral / active EE | $9,910 | $5,500+80.2% | $5,072+95.4% | $6,407+54.7% |
| Admin fee / account holder | $260 | $9,721-97.3% | $8,859-97.1% | $12,270-97.9% |