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 | $30,425 | $104,974-71.0% | $95,585-68.2% | $142,382-78.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.77% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,937 | $2,779-30.3% | $2,527-23.3% | $4,299-54.9% |
| Participant deferral / active EE | $2,322 | $4,352-46.6% | $4,023-42.3% | $6,507-64.3% |
| Admin fee / account holder | $73 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |