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 | $72,061 | $157,256-54.2% | $141,162-49.0% | $152,861-52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.51% | 64.32%-35.8pp | 71.39%-42.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,647 | $5,261-30.7% | $4,735-23.0% | $4,762-23.4% |
| Participant deferral / active EE | $6,232 | $7,109-12.3% | $6,709-7.1% | $5,850+6.5% |
| Admin fee / account holder | $88 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |