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 | $27,426 | $157,256-82.6% | $141,162-80.6% | $152,861-82.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.05% | 64.32%-36.3pp | 71.39%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,915 | $5,261-25.6% | $4,735-17.3% | $4,762-17.8% |
| Participant deferral / active EE | $7,606 | $7,109+7.0% | $6,709+13.4% | $5,850+30.0% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |