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 | $25,957 | $165,335-84.3% | $149,696-82.7% | $158,922-83.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.58% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,827 | $5,103-5.4% | $4,644+3.9% | $4,761+1.4% |
| Participant deferral / active EE | $3,633 | $7,181-49.4% | $6,842-46.9% | $5,982-39.3% |
| Admin fee / account holder | $268 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |