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 | $73,003 | $157,256-53.6% | $141,162-48.3% | $152,861-52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.38% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $3,457 | $5,261-34.3% | $4,735-27.0% | $4,762-27.4% |
| Participant deferral / active EE | $10,284 | $7,109+44.6% | $6,709+53.3% | $5,850+75.8% |
| Admin fee / account holder | $262 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |