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 | $58,089 | $74,888-22.4% | $71,209-18.4% | $142,382-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.37% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,091 | $2,854-26.7% | $2,721-23.2% | $4,299-51.4% |
| Participant deferral / active EE | $9,092 | $4,454+104.1% | $4,175+117.8% | $6,507+39.7% |
| Admin fee / account holder | $288 | $5,568-94.8% | $5,349-94.6% | $12,624-97.7% |