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 | $33,866 | $177,572-80.9% | $154,803-78.1% | $142,382-76.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 65.07%-45.3pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,265 | $4,810-32.1% | $4,305-24.2% | $4,299-24.0% |
| Participant deferral / active EE | $4,967 | $6,272-20.8% | $5,540-10.4% | $6,507-23.7% |
| Admin fee / account holder | $84 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |