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 | $29,906 | $157,256-81.0% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.96% | 64.32%-33.4pp | 71.39%-40.4pp | 345.32%-314.4pp |
| Employer contribution / active EE | $1,248 | $5,261-76.3% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $6,240 | $7,109-12.2% | $6,709-7.0% | $5,850+6.7% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |