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 | $71,754 | $88,751-19.2% | $81,812-12.3% | $145,922-50.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.00% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,705 | $3,083+20.2% | $2,912+27.2% | $4,660-20.5% |
| Participant deferral / active EE | $1,749 | $4,643-62.3% | $4,319-59.5% | $6,688-73.9% |
| Admin fee / account holder | $282 | $8,415-96.6% | $7,386-96.2% | $13,397-97.9% |