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 | $58,403 | $144,119-59.5% | $117,854-50.4% | $147,584-60.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.56% | 531.15%-517.6pp | 335.08%-321.5pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,994 | $4,896-59.3% | $3,786-47.3% | $4,876-59.1% |
| Participant deferral / active EE | $4,412 | $5,316-17.0% | $4,482-1.6% | $5,439-18.9% |
| Admin fee / account holder | $38 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |