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 4-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 | $35,708 | $183,592-80.6% | $155,567-77.0% | $145,959-75.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,998 | $5,315-62.4% | $4,674-57.3% | $4,661-57.1% |
| Participant deferral / active EE | $3,555 | $6,464-45.0% | $5,628-36.8% | $6,689-46.8% |
| Admin fee / account holder | $66 | $19,318-99.7% | $15,916-99.6% | $13,398-99.5% |