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 4-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 | $23,675 | $175,202-86.5% | $149,673-84.2% | $139,434-83.0% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 32.30% | 166.71%-134.4pp | 134.42%-102.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $3,647 | $5,474-33.4% | $4,818-24.3% | $4,751-23.2% |
| Participant deferral / active EE | $6,350 | $6,519-2.6% | $5,680+11.8% | $6,710-5.4% |
| Admin fee / account holder | $206 | $16,150-98.7% | $13,210-98.4% | $11,403-98.2% |