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 | $17,998 | $183,519-90.2% | $155,509-88.4% | $145,922-87.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.30% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,742 | $5,313-48.4% | $4,672-41.3% | $4,660-41.2% |
| Participant deferral / active EE | $4,069 | $6,462-37.0% | $5,626-27.7% | $6,688-39.2% |
| Admin fee / account holder | $97 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |