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 | $31,970 | $232,540-86.3% | $185,117-82.7% | $147,584-78.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.59% | 43.03%-18.4pp | 40.50%-15.9pp | 578.55%-554.0pp |
| Employer contribution / active EE | $4,022 | $5,195-22.6% | $4,182-3.8% | $4,876-17.5% |
| Participant deferral / active EE | $8,259 | $5,834+41.6% | $5,045+63.7% | $5,439+51.8% |
| Admin fee / account holder | $40 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |