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 | $52,177 | $68,097-23.4% | $62,929-17.1% | $137,256-62.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 23.77% | 1859.11%-1835.3pp | 1063.93%-1040.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $623 | $2,811-77.8% | $2,505-75.1% | $4,156-85.0% |
| Participant deferral / active EE | $4,634 | $4,553+1.8% | $3,888+19.2% | $6,407-27.7% |
| Admin fee / account holder | $28 | $6,521-99.6% | $5,065-99.4% | $12,270-99.8% |