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 | $26,725 | $111,754-76.1% | $103,333-74.1% | $145,922-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 36.47% | 24.77%+11.7pp | 24.88%+11.6pp | 561.29%-524.8pp |
| Employer contribution / active EE | $2,854 | $4,212-32.2% | $3,868-26.2% | $4,660-38.7% |
| Participant deferral / active EE | $20,937 | $5,619+272.6% | $5,057+314.0% | $6,688+213.1% |
| Admin fee / account holder | $70 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |