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 | $36,244 | $157,256-77.0% | $141,162-74.3% | $152,861-76.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.03% | 64.32%-28.3pp | 71.39%-35.4pp | 345.32%-309.3pp |
| Employer contribution / active EE | $4,091 | $5,261-22.2% | $4,735-13.6% | $4,762-14.1% |
| Participant deferral / active EE | $3,045 | $7,109-57.2% | $6,709-54.6% | $5,850-47.9% |
| Admin fee / account holder | $51 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |