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 | $32,259 | $157,256-79.5% | $141,162-77.1% | $152,861-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.84% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,371 | $5,261-54.9% | $4,735-49.9% | $4,762-50.2% |
| Participant deferral / active EE | $3,983 | $7,109-44.0% | $6,709-40.6% | $5,850-31.9% |
| Admin fee / account holder | $244 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |