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 | $31,118 | $179,726-82.7% | $156,263-80.1% | $142,382-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.00% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,921 | $5,069-42.4% | $4,333-32.6% | $4,299-32.1% |
| Participant deferral / active EE | $5,565 | $6,956-20.0% | $6,158-9.6% | $6,507-14.5% |
| Admin fee / account holder | $233 | $17,272-98.6% | $14,255-98.4% | $12,624-98.2% |