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 | $21,797 | $183,592-88.1% | $155,567-86.0% | $145,959-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.45% | 61.24%-28.8pp | 64.74%-32.3pp | 561.95%-529.5pp |
| Employer contribution / active EE | $1,460 | $5,315-72.5% | $4,674-68.8% | $4,661-68.7% |
| Participant deferral / active EE | $2,033 | $6,464-68.5% | $5,628-63.9% | $6,689-69.6% |
| Admin fee / account holder | $206 | $19,318-98.9% | $15,916-98.7% | $13,398-98.5% |