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 | $28,780 | $179,726-84.0% | $156,263-81.6% | $142,382-79.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.34% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,763 | $5,069-45.5% | $4,333-36.2% | $4,299-35.7% |
| Participant deferral / active EE | $3,297 | $6,956-52.6% | $6,158-46.5% | $6,507-49.3% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |