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 | $56,476 | $172,111-67.2% | $150,298-62.4% | $137,256-58.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.96% | 69.37%-39.4pp | 62.79%-32.8pp | 220.34%-190.4pp |
| Employer contribution / active EE | $3,041 | $4,636-34.4% | $4,154-26.8% | $4,156-26.8% |
| Participant deferral / active EE | $23,325 | $6,166+278.3% | $5,453+327.8% | $6,407+264.1% |
| Admin fee / account holder | $82 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |