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 | $72,071-19.4% | $68,368-15.0% | $137,256-57.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.37% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,091 | $2,788-25.0% | $2,649-21.1% | $4,156-49.7% |
| Participant deferral / active EE | $9,092 | $4,410+106.2% | $4,123+120.5% | $6,407+41.9% |
| Admin fee / account holder | $288 | $5,336-94.6% | $5,150-94.4% | $12,270-97.7% |