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 | $42,476 | $117,841-64.0% | $102,423-58.5% | $145,922-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 31.65%-22.9pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $6,489 | $3,615+79.5% | $3,023+114.6% | $4,660+39.3% |
| Participant deferral / active EE | $3,600 | $5,731-37.2% | $5,053-28.8% | $6,688-46.2% |
| Admin fee / account holder | $194 | $13,326-98.5% | $9,451-97.9% | $13,397-98.6% |