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 | $47,839 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.98% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,862 | $5,261-64.6% | $4,735-60.7% | $4,762-60.9% |
| Participant deferral / active EE | $3,198 | $7,109-55.0% | $6,709-52.3% | $5,850-45.3% |
| Admin fee / account holder | $131 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |