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 | $75,377 | $144,119-47.7% | $117,854-36.0% | $147,584-48.9% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 20.63% | 531.15%-510.5pp | 335.08%-314.4pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,830 | $4,896-62.6% | $3,786-51.7% | $4,876-62.5% |
| Participant deferral / active EE | $2,657 | $5,316-50.0% | $4,482-40.7% | $5,439-51.1% |
| Admin fee / account holder | $281 | $10,886-97.4% | $8,020-96.5% | $10,885-97.4% |