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 | $31,716 | $70,756-55.2% | $65,493-51.6% | $142,382-77.7% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 23.05% | 1754.89%-1731.8pp | 982.45%-959.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,586 | $2,881-44.9% | $2,574-38.4% | $4,299-63.1% |
| Participant deferral / active EE | $3,291 | $4,637-29.0% | $3,961-16.9% | $6,507-49.4% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.9% | $12,624-99.5% |