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 | $51,404 | $157,256-67.3% | $141,162-63.6% | $152,861-66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.48% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,376 | $5,261-35.8% | $4,735-28.7% | $4,762-29.1% |
| Participant deferral / active EE | $11,083 | $7,109+55.9% | $6,709+65.2% | $5,850+89.5% |
| Admin fee / account holder | $109 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |