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 | $60,532 | $99,877-39.4% | $84,966-28.8% | $145,922-58.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 12.55% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,661 | $3,231-17.6% | $2,727-2.4% | $4,660-42.9% |
| Participant deferral / active EE | $12,685 | $5,291+139.8% | $4,519+180.7% | $6,688+89.7% |
| Admin fee / account holder | $177 | $7,248-97.6% | $6,149-97.1% | $13,397-98.7% |