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 | $37,710 | $165,984-77.3% | $164,813-77.1% | $145,922-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.10% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,227 | $5,273-38.8% | $4,341-25.7% | $4,660-30.7% |
| Participant deferral / active EE | $11,336 | $6,959+62.9% | $6,031+88.0% | $6,688+69.5% |
| Admin fee / account holder | $26 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |