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 | $57,672 | $104,974-45.1% | $95,585-39.7% | $142,382-59.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.00% | 210.33%-194.3pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,669 | $2,779-40.0% | $2,527-34.0% | $4,299-61.2% |
| Participant deferral / active EE | $6,142 | $4,352+41.1% | $4,023+52.7% | $6,507-5.6% |
| Admin fee / account holder | $127 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |