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 | $48,579 | $157,256-69.1% | $141,162-65.6% | $152,861-68.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.30% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,526 | $5,261-14.0% | $4,735-4.4% | $4,762-5.0% |
| Participant deferral / active EE | $9,170 | $7,109+29.0% | $6,709+36.7% | $5,850+56.7% |
| Admin fee / account holder | $207 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |