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 8-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 | $44,486 | $108,919-59.2% | $100,391-55.7% | $145,922-69.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.83% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,534 | $4,419-20.0% | $3,942-10.3% | $4,660-24.2% |
| Participant deferral / active EE | $5,535 | $8,445-34.5% | $8,082-31.5% | $6,688-17.2% |
| Admin fee / account holder | $82 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |