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 | $34,981 | $180,749-80.6% | $160,784-78.2% | $137,256-74.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.49% | 2234.46%-2212.0pp | 1803.92%-1781.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $4,049 | $4,155-2.6% | $3,733+8.5% | $4,156-2.6% |
| Participant deferral / active EE | $7,519 | $6,844+9.9% | $6,293+19.5% | $6,407+17.4% |
| Admin fee / account holder | $66 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |