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 | $17,248 | $172,111-90.0% | $150,298-88.5% | $137,256-87.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.57% | 69.37%-48.8pp | 62.79%-42.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,611 | $4,636-43.7% | $4,154-37.1% | $4,156-37.2% |
| Participant deferral / active EE | $3,916 | $6,166-36.5% | $5,453-28.2% | $6,407-38.9% |
| Admin fee / account holder | $227 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |