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 | $29,455 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.25% | 65.07%-30.8pp | 58.88%-24.6pp | 217.08%-182.8pp |
| Employer contribution / active EE | $2,481 | $4,810-48.4% | $4,305-42.4% | $4,299-42.3% |
| Participant deferral / active EE | $4,012 | $6,272-36.0% | $5,540-27.6% | $6,507-38.3% |
| Admin fee / account holder | $128 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |