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 | $32,764 | $104,974-68.8% | $95,585-65.7% | $142,382-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.50% | 210.33%-191.8pp | 38.56%-20.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,076 | $2,779+190.6% | $2,527+219.6% | $4,299+87.8% |
| Participant deferral / active EE | $10,408 | $4,352+139.2% | $4,023+158.7% | $6,507+60.0% |
| Admin fee / account holder | $219 | $6,386-96.6% | $6,127-96.4% | $12,624-98.3% |