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 5-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 | $30,999 | $201,272-84.6% | $184,203-83.2% | $145,922-78.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.27% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,125 | $7,022-69.7% | $6,427-66.9% | $4,660-54.4% |
| Participant deferral / active EE | $9,134 | $9,806-6.9% | $9,1310% | $6,688+36.6% |
| Admin fee / account holder | $203 | $16,364-98.8% | $13,901-98.5% | $13,397-98.5% |