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 | $74,639 | $99,877-25.3% | $84,966-12.2% | $145,922-48.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 20.22% | 83.76%-63.5pp | 66.38%-46.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $3,078 | $3,231-4.7% | $2,727+12.9% | $4,660-33.9% |
| Participant deferral / active EE | $7,111 | $5,291+34.4% | $4,519+57.4% | $6,688+6.3% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |