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 | $31,938 | $183,592-82.6% | $155,567-79.5% | $145,959-78.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $5,936 | $5,315+11.7% | $4,674+27.0% | $4,661+27.4% |
| Participant deferral / active EE | $2,854 | $6,464-55.8% | $5,628-49.3% | $6,689-57.3% |
| Admin fee / account holder | $17 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |