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 | $69,858 | $157,256-55.6% | $141,162-50.5% | $152,861-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.38% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $13,303 | $5,261+152.9% | $4,735+181.0% | $4,762+179.3% |
| Participant deferral / active EE | $9,775 | $7,109+37.5% | $6,709+45.7% | $5,850+67.1% |
| Admin fee / account holder | $228 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |