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 | $74,048 | $115,770-36.0% | $101,248-26.9% | $158,922-53.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.68% | 56.14%-45.5pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,877 | $4,175-31.1% | $3,660-21.4% | $4,761-39.6% |
| Participant deferral / active EE | $4,916 | $4,957-0.8% | $4,370+12.5% | $5,982-17.8% |
| Admin fee / account holder | $218 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |