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 | $33,960 | $177,572-80.9% | $154,803-78.1% | $142,382-76.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.26% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,721 | $4,810-64.2% | $4,305-60.0% | $4,299-60.0% |
| Participant deferral / active EE | $8,593 | $6,272+37.0% | $5,540+55.1% | $6,507+32.0% |
| Admin fee / account holder | $238 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |