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 | $13,590 | $51,638-73.7% | $68,368-80.1% | $82,448-83.5% |
| Participation rate | 91.5% | 63.6%+27.9pp | 73.8%+17.7pp | 68.1%+23.4pp |
| Annual return | 98.98% | 37.53%+61.4pp | 292.57%-193.6pp | 41.64%+57.3pp |
| Employer contribution / active EE | $600 | $2,047-70.7% | $2,649-77.4% | $2,551-76.5% |
| Participant deferral / active EE | $3,319 | $2,914+13.9% | $4,123-19.5% | $4,139-19.8% |
| Admin fee / account holder | $93 | $4,643-98.0% | $5,150-98.2% | $7,234-98.7% |