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 | $40,166 | $99,877-59.8% | $84,966-52.7% | $145,922-72.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.06% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,003 | $3,231-38.0% | $2,727-26.5% | $4,660-57.0% |
| Participant deferral / active EE | $5,074 | $5,291-4.1% | $4,519+12.3% | $6,688-24.1% |
| Admin fee / account holder | $23 | $7,248-99.7% | $6,149-99.6% | $13,397-99.8% |