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 10-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 | $55,550 | $157,256-64.7% | $141,162-60.6% | $152,861-63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.64% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,948 | $5,261-63.0% | $4,735-58.9% | $4,762-59.1% |
| Participant deferral / active EE | $8,624 | $7,109+21.3% | $6,709+28.5% | $5,850+47.4% |
| Admin fee / account holder | $27 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |