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 | $22,394 | $71,829-68.8% | $69,780-67.9% | $142,382-84.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 25.40% | 31.01%-5.6pp | 26.31%-0.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,347 | $4,385-23.7% | $4,168-19.7% | $4,299-22.1% |
| Participant deferral / active EE | $5,246 | $6,819-23.1% | $6,164-14.9% | $6,507-19.4% |
| Admin fee / account holder | $39 | $7,818-99.5% | $7,285-99.5% | $12,624-99.7% |