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 | $82,307 | $157,256-47.7% | $141,162-41.7% | $152,861-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.77% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,500 | $5,261-71.5% | $4,735-68.3% | $4,762-68.5% |
| Participant deferral / active EE | $3,025 | $7,109-57.5% | $6,709-54.9% | $5,850-48.3% |
| Admin fee / account holder | $160 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |