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 | $32,518 | $157,256-79.3% | $141,162-77.0% | $152,861-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.52% | 64.32%-22.8pp | 71.39%-29.9pp | 345.32%-303.8pp |
| Employer contribution / active EE | $9,128 | $5,261+73.5% | $4,735+92.8% | $4,762+91.7% |
| Participant deferral / active EE | $7,192 | $7,109+1.2% | $6,709+7.2% | $5,850+22.9% |
| Admin fee / account holder | $108 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |