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 | $18,121 | $99,877-81.9% | $84,966-78.7% | $145,922-87.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.05% | 83.76%-64.7pp | 66.38%-47.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,978 | $3,231-38.8% | $2,727-27.5% | $4,660-57.6% |
| Participant deferral / active EE | $6,371 | $5,291+20.4% | $4,519+41.0% | $6,688-4.7% |
| Admin fee / account holder | $257 | $7,248-96.5% | $6,149-95.8% | $13,397-98.1% |