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 | $55,907 | $165,584-66.2% | $142,942-60.9% | $137,256-59.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 17.89% | 164.22%-146.3pp | 113.70%-95.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,637 | $4,725-44.2% | $4,139-36.3% | $4,156-36.5% |
| Participant deferral / active EE | $2,637 | $8,194-67.8% | $7,128-63.0% | $6,407-58.8% |
| Admin fee / account holder | $297 | $16,167-98.2% | $12,475-97.6% | $12,270-97.6% |