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 | $83,003 | $102,604-19.1% | $86,188-3.7% | $139,434-40.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 20.48% | 1922.51%-1902.0pp | 1168.45%-1148.0pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,644 | $3,032+53.1% | $2,380+95.1% | $4,751-2.3% |
| Participant deferral / active EE | $14,800 | $4,676+216.5% | $3,985+271.4% | $6,710+120.6% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |