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 | $40,161 | $177,572-77.4% | $154,803-74.1% | $142,382-71.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,462 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $8,711 | $6,272+38.9% | $5,540+57.2% | $6,507+33.9% |
| Admin fee / account holder | $79 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |