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 | $97,941 | $157,256-37.7% | $141,162-30.6% | $152,861-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.93% | 64.32%-38.4pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,012 | $5,261-42.7% | $4,735-36.4% | $4,762-36.8% |
| Participant deferral / active EE | $13,707 | $7,109+92.8% | $6,709+104.3% | $5,850+134.3% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |