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 4-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 | $33,677 | $183,592-81.7% | $155,567-78.4% | $145,959-76.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.84% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $1,961 | $5,315-63.1% | $4,674-58.0% | $4,661-57.9% |
| Participant deferral / active EE | $4,451 | $6,464-31.1% | $5,628-20.9% | $6,689-33.4% |
| Admin fee / account holder | $286 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |