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 | $28,949 | $148,534-80.5% | $135,903-78.7% | $139,434-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,816 | $5,243-46.3% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $3,353 | $8,100-58.6% | $7,758-56.8% | $6,710-50.0% |
| Admin fee / account holder | $92 | $12,400-99.3% | $10,762-99.1% | $11,403-99.2% |