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 | $38,752 | $157,256-75.4% | $141,162-72.5% | $152,861-74.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.52% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,745 | $5,261-47.8% | $4,735-42.0% | $4,762-42.4% |
| Participant deferral / active EE | $6,922 | $7,109-2.6% | $6,709+3.2% | $5,850+18.3% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |