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 | $52,985 | $157,256-66.3% | $141,162-62.5% | $152,861-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.74% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,125 | $5,261-59.6% | $4,735-55.1% | $4,762-55.4% |
| Participant deferral / active EE | $4,798 | $7,109-32.5% | $6,709-28.5% | $5,850-18.0% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |