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 5-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 | $30,337 | $183,519-83.5% | $155,509-80.5% | $145,922-79.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.82% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,900 | $5,313-64.2% | $4,672-59.3% | $4,660-59.2% |
| Participant deferral / active EE | $2,600 | $6,462-59.8% | $5,626-53.8% | $6,688-61.1% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |