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 | $52,959 | $40,256+31.6% | $57,343-7.6% | $59,632-11.2% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 68.7%+21.0pp |
| Annual return | 1.83% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,166 | $2,399+73.6% | $3,162+31.7% | $3,192+30.5% |
| Admin fee / account holder | $23 | $2,818-99.2% | $3,356-99.3% | $4,297-99.5% |