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 | $28,738 | $72,071-60.1% | $68,368-58.0% | $137,256-79.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 37.97% | 353.14%-315.2pp | 292.57%-254.6pp | 220.34%-182.4pp |
| Employer contribution / active EE | $1,268 | $2,788-54.5% | $2,649-52.1% | $4,156-69.5% |
| Participant deferral / active EE | $6,183 | $4,410+40.2% | $4,123+50.0% | $6,407-3.5% |
| Admin fee / account holder | $239 | $5,336-95.5% | $5,150-95.4% | $12,270-98.0% |