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 | $16,298 | $99,877-83.7% | $84,966-80.8% | $145,922-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.22% | 83.76%-64.5pp | 66.38%-47.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,709 | $3,231-16.2% | $2,727-0.6% | $4,660-41.9% |
| Participant deferral / active EE | $7,618 | $5,291+44.0% | $4,519+68.6% | $6,688+13.9% |
| Admin fee / account holder | $128 | $7,248-98.2% | $6,149-97.9% | $13,397-99.0% |