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 5-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 | $35,706 | $64,307-44.5% | $57,343-37.7% | $125,391-71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.43% | 25.12%-23.7pp | 24.39%-23.0pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,323 | $3,193-58.6% | $2,689-50.8% | $4,866-72.8% |
| Participant deferral / active EE | $2,607 | $3,848-32.3% | $3,162-17.6% | $5,352-51.3% |
| Admin fee / account holder | $173 | $5,242-96.7% | $3,356-94.8% | $9,540-98.2% |