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 | $50,681 | $157,256-67.8% | $141,162-64.1% | $152,861-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.44% | 64.32%-41.9pp | 71.39%-48.9pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,757 | $5,261-47.6% | $4,735-41.8% | $4,762-42.1% |
| Participant deferral / active EE | $5,890 | $7,109-17.1% | $6,709-12.2% | $5,850+0.7% |
| Admin fee / account holder | $225 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |