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 | $99,472 | $110,257-9.8% | $96,544+3.0% | $139,434-28.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 21533.33% | 26.32%+21507.0pp | 25.84%+21507.5pp | 372.94%+21160.4pp |
| Employer contribution / active EE | $2,262 | $3,620-37.5% | $2,965-23.7% | $4,751-52.4% |
| Participant deferral / active EE | $4,739 | $5,548-14.6% | $4,851-2.3% | $6,710-29.4% |
| Admin fee / account holder | $240 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |