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 | $37,465 | $157,256-76.2% | $141,162-73.5% | $152,861-75.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 30.04% | 64.32%-34.3pp | 71.39%-41.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $1,883 | $5,261-64.2% | $4,735-60.2% | $4,762-60.5% |
| Participant deferral / active EE | $5,336 | $7,109-24.9% | $6,709-20.5% | $5,850-8.8% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |