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 | $19,809 | $104,974-81.1% | $95,585-79.3% | $142,382-86.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 21.47% | 210.33%-188.9pp | 38.56%-17.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,688 | $2,779-39.2% | $2,527-33.2% | $4,299-60.7% |
| Participant deferral / active EE | $3,115 | $4,352-28.4% | $4,023-22.6% | $6,507-52.1% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |