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 | $25,948 | $105,859-75.5% | $90,160-71.2% | $147,584-82.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.66% | 37.63%-18.0pp | 34.88%-15.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,572 | $4,126-61.9% | $3,318-52.6% | $4,876-67.8% |
| Participant deferral / active EE | $5,502 | $5,733-4.0% | $5,288+4.1% | $5,439+1.2% |
| Admin fee / account holder | $161 | $8,046-98.0% | $5,943-97.3% | $10,885-98.5% |