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 | $17,528 | $74,888-76.6% | $71,209-75.4% | $142,382-87.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.18% | 345.14%-321.0pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $887 | $2,854-68.9% | $2,721-67.4% | $4,299-79.4% |
| Participant deferral / active EE | $5,118 | $4,454+14.9% | $4,175+22.6% | $6,507-21.4% |
| Admin fee / account holder | $173 | $5,568-96.9% | $5,349-96.8% | $12,624-98.6% |