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 | $65,051 | $99,877-34.9% | $84,966-23.4% | $145,922-55.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,440 | $3,231-55.4% | $2,727-47.2% | $4,660-69.1% |
| Participant deferral / active EE | $16,130 | $5,291+204.9% | $4,519+256.9% | $6,688+141.2% |
| Admin fee / account holder | $84 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |