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 | $17,221 | $183,592-90.6% | $155,567-88.9% | $145,959-88.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.66% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,937 | $5,315-7.1% | $4,674+5.6% | $4,661+5.9% |
| Participant deferral / active EE | $3,750 | $6,464-42.0% | $5,628-33.4% | $6,689-43.9% |
| Admin fee / account holder | $145 | $19,318-99.2% | $15,916-99.1% | $13,398-98.9% |