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 | $31,536 | $111,754-71.8% | $103,333-69.5% | $145,922-78.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,449 | $4,212-41.9% | $3,868-36.7% | $4,660-47.4% |
| Participant deferral / active EE | $14,965 | $5,619+166.4% | $5,057+195.9% | $6,688+123.8% |
| Admin fee / account holder | $147 | $9,750-98.5% | $8,355-98.2% | $13,397-98.9% |