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 | $31,097 | $150,187-79.3% | $120,354-74.2% | $145,922-78.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.73% | 154.07%-143.3pp | 107.15%-96.4pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,654 | $4,348+30.0% | $3,463+63.3% | $4,660+21.3% |
| Participant deferral / active EE | $3,318 | $6,173-46.2% | $4,991-33.5% | $6,688-50.4% |
| Admin fee / account holder | $172 | $12,207-98.6% | $9,423-98.2% | $13,397-98.7% |