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 | $35,859 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.01% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-339.9pp |
| Employer contribution / active EE | $1,334 | $5,243-74.6% | $4,856-72.5% | $4,751-71.9% |
| Participant deferral / active EE | $14,400 | $8,100+77.8% | $7,758+85.6% | $6,710+114.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |