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 | $75,243 | $157,256-52.2% | $141,162-46.7% | $152,861-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.08% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $10,090 | $5,261+91.8% | $4,735+113.1% | $4,762+111.9% |
| Participant deferral / active EE | $4,180 | $7,109-41.2% | $6,709-37.7% | $5,850-28.6% |
| Admin fee / account holder | $156 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |