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 | $45,451 | $161,352-71.8% | $134,172-66.1% | $137,256-66.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 10.86% | 28.72%-17.9pp | 25.30%-14.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,600 | $4,099-12.2% | $3,420+5.3% | $4,156-13.4% |
| Participant deferral / active EE | $3,600 | $5,552-35.2% | $4,690-23.2% | $6,407-43.8% |
| Admin fee / account holder | $190 | $15,028-98.7% | $12,016-98.4% | $12,270-98.5% |