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 | $19,598 | $70,756-72.3% | $65,493-70.1% | $142,382-86.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 27.12% | 1754.89%-1727.8pp | 982.45%-955.3pp | 217.08%-190.0pp |
| Employer contribution / active EE | $912 | $2,881-68.3% | $2,574-64.6% | $4,299-78.8% |
| Participant deferral / active EE | $5,500 | $4,637+18.6% | $3,961+38.9% | $6,507-15.5% |
| Admin fee / account holder | $124 | $6,559-98.1% | $5,028-97.5% | $12,624-99.0% |