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 6-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 | $33,149 | $65,409-49.3% | $98,442-66.3% | $85,850-61.4% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 1570.35% | 21.76%+1548.6pp | 1492.73%+77.6pp | 318.53%+1251.8pp |
| Employer contribution / active EE | $12,471 | $2,168+475.3% | $2,960+321.3% | $2,565+386.2% |
| Participant deferral / active EE | $3,422 | $3,166+8.1% | $4,276-20.0% | $3,952-13.4% |
| Admin fee / account holder | $65 | $4,593-98.6% | $5,949-98.9% | $6,260-99.0% |