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 | $55,279 | $157,256-64.8% | $141,162-60.8% | $152,861-63.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.86% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,664 | $5,261-49.4% | $4,735-43.7% | $4,762-44.1% |
| Participant deferral / active EE | $3,044 | $7,109-57.2% | $6,709-54.6% | $5,850-48.0% |
| Admin fee / account holder | $83 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |