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 | $29,533 | $126,519-76.7% | $106,201-72.2% | $145,959-79.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.60% | 225.10%-210.5pp | 116.26%-101.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,485 | $3,726-60.1% | $3,170-53.1% | $4,661-68.1% |
| Participant deferral / active EE | $3,973 | $5,716-30.5% | $5,012-20.7% | $6,689-40.6% |
| Admin fee / account holder | $273 | $17,312-98.4% | $11,039-97.5% | $13,398-98.0% |