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 | $29,217 | $103,376-71.7% | $87,100-66.5% | $152,861-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.81% | 28.10%+2.7pp | 28.19%+2.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $5,627 | $3,220+74.7% | $2,521+123.2% | $4,762+18.2% |
| Participant deferral / active EE | $2,864 | $4,778-40.0% | $4,049-29.2% | $5,850-51.0% |
| Admin fee / account holder | $214 | $12,205-98.2% | $7,497-97.1% | $11,596-98.2% |