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 | $33,263 | $165,984-80.0% | $164,813-79.8% | $145,922-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.14% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,020 | $5,273-61.7% | $4,341-53.5% | $4,660-56.6% |
| Participant deferral / active EE | $13,115 | $6,959+88.5% | $6,031+117.4% | $6,688+96.1% |
| Admin fee / account holder | $39 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |