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 | $21,096 | $183,519-88.5% | $155,509-86.4% | $145,922-85.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 49.80% | 61.17%-11.4pp | 64.67%-14.9pp | 561.29%-511.5pp |
| Employer contribution / active EE | $1,483 | $5,313-72.1% | $4,672-68.3% | $4,660-68.2% |
| Participant deferral / active EE | $3,361 | $6,462-48.0% | $5,626-40.3% | $6,688-49.7% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |