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 | $27,579 | $100,970-72.7% | $96,576-71.4% | $137,256-79.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.93% | 38.16%-11.2pp | 38.47%-11.5pp | 220.34%-193.4pp |
| Employer contribution / active EE | $5,890 | $3,809+54.6% | $3,553+65.8% | $4,156+41.7% |
| Participant deferral / active EE | $5,890 | $8,286-28.9% | $7,956-26.0% | $6,407-8.1% |
| Admin fee / account holder | $50 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |