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 | $29,971 | $157,256-80.9% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.43% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $3,776 | $5,261-28.2% | $4,735-20.3% | $4,762-20.7% |
| Participant deferral / active EE | $2,863 | $7,109-59.7% | $6,709-57.3% | $5,850-51.1% |
| Admin fee / account holder | $166 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |