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 | $29,036 | $179,726-83.8% | $156,263-81.4% | $142,382-79.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,159 | $5,069-57.4% | $4,333-50.2% | $4,299-49.8% |
| Participant deferral / active EE | $5,999 | $6,956-13.8% | $6,158-2.6% | $6,507-7.8% |
| Admin fee / account holder | $273 | $17,272-98.4% | $14,255-98.1% | $12,624-97.8% |