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 4-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 | $28,021 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.09% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,198 | $5,313-77.5% | $4,672-74.4% | $4,660-74.3% |
| Participant deferral / active EE | $3,807 | $6,462-41.1% | $5,626-32.3% | $6,688-43.1% |
| Admin fee / account holder | $251 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |