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 | $46,002 | $157,256-70.7% | $141,162-67.4% | $152,861-69.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.87% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.5pp |
| Employer contribution / active EE | $10,000 | $5,261+90.1% | $4,735+111.2% | $4,762+110.0% |
| Participant deferral / active EE | $6,500 | $7,109-8.6% | $6,709-3.1% | $5,850+11.1% |
| Admin fee / account holder | $19 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |