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 | $35,982 | $99,877-64.0% | $84,966-57.7% | $145,922-75.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,060 | $3,231-36.3% | $2,727-24.5% | $4,660-55.8% |
| Participant deferral / active EE | $30,500 | $5,291+476.5% | $4,519+574.9% | $6,688+356.1% |
| Admin fee / account holder | $153 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |