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 | $58,329 | $154,228-62.2% | $145,433-59.9% | $137,256-57.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.75% | 74.59%-45.8pp | 66.58%-37.8pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,600 | $4,804-66.7% | $4,554-64.9% | $4,156-61.5% |
| Participant deferral / active EE | $22,000 | $8,216+167.8% | $7,897+178.6% | $6,407+243.4% |
| Admin fee / account holder | $295 | $14,344-97.9% | $13,129-97.8% | $12,270-97.6% |