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 | $31,110 | $72,071-56.8% | $68,368-54.5% | $137,256-77.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 24.48% | 353.14%-328.7pp | 292.57%-268.1pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,628 | $2,788-41.6% | $2,649-38.5% | $4,156-60.8% |
| Participant deferral / active EE | $6,971 | $4,410+58.1% | $4,123+69.1% | $6,407+8.8% |
| Admin fee / account holder | $76 | $5,336-98.6% | $5,150-98.5% | $12,270-99.4% |