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 | $33,829 | $138,065-75.5% | $123,544-72.6% | $135,375-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 15.04% | 153.68%-138.6pp | 119.20%-104.2pp | 519.73%-504.7pp |
| Employer contribution / active EE | $4,113 | $5,151-20.2% | $4,628-11.1% | $4,779-13.9% |
| Participant deferral / active EE | $6,180 | $6,799-9.1% | $6,426-3.8% | $5,609+10.2% |
| Admin fee / account holder | $112 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |