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 | $47,826 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.59% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,524 | $5,261-71.0% | $4,735-67.8% | $4,762-68.0% |
| Participant deferral / active EE | $6,339 | $7,109-10.8% | $6,709-5.5% | $5,850+8.3% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |