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 | $21,535 | $115,708-81.4% | $65,255-67.0% | $139,434-84.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 12.68% | 31.19%-18.5pp | 47.35%-34.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,830 | $2,599-29.6% | $1,691+8.2% | $4,751-61.5% |
| Participant deferral / active EE | $9,000 | $4,240+112.3% | $2,831+217.9% | $6,710+34.1% |
| Admin fee / account holder | $100 | $6,698-98.5% | $4,112-97.6% | $11,403-99.1% |