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 | $30,790 | $162,781-81.1% | $133,956-77.0% | $158,922-80.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.27% | 41.94%-28.7pp | 45.09%-31.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $4,736 | $4,975-4.8% | $3,919+20.9% | $4,761-0.5% |
| Participant deferral / active EE | $2,577 | $5,911-56.4% | $5,048-48.9% | $5,982-56.9% |
| Admin fee / account holder | $39 | $11,736-99.7% | $8,927-99.6% | $11,246-99.7% |