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 | $40,462 | $201,272-79.9% | $184,203-78.0% | $145,922-72.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 88.31% | 29.00%+59.3pp | 28.81%+59.5pp | 561.29%-473.0pp |
| Employer contribution / active EE | $3,146 | $7,022-55.2% | $6,427-51.1% | $4,660-32.5% |
| Participant deferral / active EE | $10,295 | $9,806+5.0% | $9,131+12.7% | $6,688+53.9% |
| Admin fee / account holder | $23 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |