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 | $82,607 | $157,256-47.5% | $141,162-41.5% | $152,861-46.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.43% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,503 | $5,261-71.4% | $4,735-68.2% | $4,762-68.4% |
| Participant deferral / active EE | $6,417 | $7,109-9.7% | $6,709-4.4% | $5,850+9.7% |
| Admin fee / account holder | $40 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |