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 | $20,850 | $106,584-80.4% | $101,326-79.4% | $142,382-85.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 25.81% | 36.93%-11.1pp | 36.82%-11.0pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,832 | $3,956-53.7% | $3,665-50.0% | $4,299-57.4% |
| Participant deferral / active EE | $2,763 | $8,297-66.7% | $7,994-65.4% | $6,507-57.5% |
| Admin fee / account holder | $37 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |