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 | $27,758 | $115,770-76.0% | $101,248-72.6% | $158,922-82.5% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.8%+19.2pp | 82.0%+13.0pp |
| Annual return | 16.33% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $824 | $4,175-80.3% | $3,660-77.5% | $4,761-82.7% |
| Participant deferral / active EE | $1,640 | $4,957-66.9% | $4,370-62.5% | $5,982-72.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |