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 | $47,622 | $157,256-69.7% | $141,162-66.3% | $152,861-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.40% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,381 | $5,261-35.7% | $4,735-28.6% | $4,762-29.0% |
| Participant deferral / active EE | $8,048 | $7,109+13.2% | $6,709+20.0% | $5,850+37.6% |
| Admin fee / account holder | $280 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |