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 | $29,857 | $232,540-87.2% | $185,117-83.9% | $147,584-79.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.56% | 43.03%-31.5pp | 40.50%-28.9pp | 578.55%-567.0pp |
| Employer contribution / active EE | $7,279 | $5,195+40.1% | $4,182+74.1% | $4,876+49.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $238 | $10,275-97.7% | $8,159-97.1% | $10,885-97.8% |