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 | $45,927 | $157,256-70.8% | $141,162-67.5% | $152,861-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.93% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,794 | $5,261-27.9% | $4,735-19.9% | $4,762-20.3% |
| Participant deferral / active EE | $2,413 | $7,109-66.1% | $6,709-64.0% | $5,850-58.8% |
| Admin fee / account holder | $197 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |