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 5-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 | $21,663 | $72,071-69.9% | $68,368-68.3% | $137,256-84.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.15% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,891 | $2,788+3.7% | $2,649+9.1% | $4,156-30.5% |
| Participant deferral / active EE | $3,696 | $4,410-16.2% | $4,123-10.4% | $6,407-42.3% |
| Admin fee / account holder | $46 | $5,336-99.1% | $5,150-99.1% | $12,270-99.6% |