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 | $15,901 | $72,071-77.9% | $68,368-76.7% | $137,256-88.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 23.66% | 353.14%-329.5pp | 292.57%-268.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,582 | $2,788-7.4% | $2,649-2.5% | $4,156-37.9% |
| Participant deferral / active EE | $4,733 | $4,410+7.3% | $4,123+14.8% | $6,407-26.1% |
| Admin fee / account holder | $43 | $5,336-99.2% | $5,150-99.2% | $12,270-99.6% |