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 | $41,236 | $162,781-74.7% | $133,956-69.2% | $158,922-74.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.37% | 41.94%-30.6pp | 45.09%-33.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $10,157 | $4,975+104.1% | $3,919+159.2% | $4,761+113.3% |
| Participant deferral / active EE | $3,211 | $5,911-45.7% | $5,048-36.4% | $5,982-46.3% |
| Admin fee / account holder | $271 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |