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 | $33,827 | $115,770-70.8% | $101,248-66.6% | $158,922-78.7% |
| Participation rate | 81.0% | 79.4%+1.6pp | 75.8%+5.1pp | 82.0%-1.0pp |
| Annual return | 17.91% | 56.14%-38.2pp | 46.47%-28.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $981 | $4,175-76.5% | $3,660-73.2% | $4,761-79.4% |
| Participant deferral / active EE | $2,943 | $4,957-40.6% | $4,370-32.7% | $5,982-50.8% |
| Admin fee / account holder | $58 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |