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 | $56,133 | $157,256-64.3% | $141,162-60.2% | $152,861-63.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.34% | 64.32%-35.0pp | 71.39%-42.0pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,550 | $5,261-32.5% | $4,735-25.0% | $4,762-25.5% |
| Participant deferral / active EE | $9,524 | $7,109+34.0% | $6,709+42.0% | $5,850+62.8% |
| Admin fee / account holder | $93 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |