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 | $38,663 | $172,111-77.5% | $150,298-74.3% | $137,256-71.8% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.56% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,572 | $4,636-44.5% | $4,154-38.1% | $4,156-38.1% |
| Participant deferral / active EE | $7,234 | $6,166+17.3% | $5,453+32.7% | $6,407+12.9% |
| Admin fee / account holder | $42 | $16,471-99.7% | $14,116-99.7% | $12,270-99.7% |