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 | $34,854 | $111,754-68.8% | $103,333-66.3% | $145,922-76.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.01% | 24.77%-6.8pp | 24.88%-6.9pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,724 | $4,212-35.3% | $3,868-29.6% | $4,660-41.5% |
| Participant deferral / active EE | $8,714 | $5,619+55.1% | $5,057+72.3% | $6,688+30.3% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |