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 | $105,046 | $157,256-33.2% | $141,162-25.6% | $152,861-31.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.58% | 64.32%-37.7pp | 71.39%-44.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,286 | $5,261-37.5% | $4,735-30.6% | $4,762-31.0% |
| Participant deferral / active EE | $10,064 | $7,109+41.6% | $6,709+50.0% | $5,850+72.0% |
| Admin fee / account holder | $26 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |