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 7-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 | $51,601 | $117,859-56.2% | $102,438-49.6% | $145,959-64.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.48% | 31.72%-19.2pp | 29.37%-16.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,359 | $3,615-34.8% | $3,024-22.0% | $4,661-49.4% |
| Participant deferral / active EE | $4,240 | $5,732-26.0% | $5,054-16.1% | $6,689-36.6% |
| Admin fee / account holder | $35 | $13,318-99.7% | $9,448-99.6% | $13,398-99.7% |