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 | $34,078 | $183,592-81.4% | $155,567-78.1% | $145,959-76.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 20.07% | 61.24%-41.2pp | 64.74%-44.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $1,808 | $5,315-66.0% | $4,674-61.3% | $4,661-61.2% |
| Participant deferral / active EE | $2,459 | $6,464-62.0% | $5,628-56.3% | $6,689-63.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |