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 | $96,340 | $157,256-38.7% | $141,162-31.8% | $152,861-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.18% | 64.32%-36.1pp | 71.39%-43.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,905 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $3,285 | $7,109-53.8% | $6,709-51.0% | $5,850-43.8% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |