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 | $63,169 | $74,888-15.6% | $71,209-11.3% | $142,382-55.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.94% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,362 | $2,854-17.2% | $2,721-13.2% | $4,299-45.1% |
| Participant deferral / active EE | $17,589 | $4,454+294.9% | $4,175+321.3% | $6,507+170.3% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |