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 | $24,306 | $115,770-79.0% | $101,248-76.0% | $158,922-84.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.61% | 56.14%-36.5pp | 46.47%-26.9pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,859 | $4,175-7.6% | $3,660+5.5% | $4,761-18.9% |
| Participant deferral / active EE | $4,977 | $4,957+0.4% | $4,370+13.9% | $5,982-16.8% |
| Admin fee / account holder | $112 | $7,245-98.4% | $5,945-98.1% | $11,246-99.0% |