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 | $16,664 | $72,071-76.9% | $68,368-75.6% | $137,256-87.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 27.57% | 353.14%-325.6pp | 292.57%-265.0pp | 220.34%-192.8pp |
| Employer contribution / active EE | $1,192 | $2,788-57.2% | $2,649-55.0% | $4,156-71.3% |
| Participant deferral / active EE | $2,571 | $4,410-41.7% | $4,123-37.6% | $6,407-59.9% |
| Admin fee / account holder | $158 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |