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 | $28,079 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.72% | 153.68%-143.0pp | 119.20%-108.5pp | 519.73%-509.0pp |
| Employer contribution / active EE | $4,662 | $5,151-9.5% | $4,628+0.7% | $4,779-2.4% |
| Participant deferral / active EE | $6,749 | $6,799-0.7% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |